See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,867 | $105,860-52.9% | $90,749-45.0% | $134,475-62.9% |
| Participation rate | 89.5% | 78.2%+11.2pp | 75.7%+13.8pp | 81.2%+8.3pp |
| Annual return | -15.76% | -11.01%-4.8pp | -12.16%-3.6pp | 417.96%-433.7pp |
| Employer contribution / active EE | $949 | $3,462-72.6% | $2,921-67.5% | $4,740-80.0% |
| Participant deferral / active EE | $1,803 | $5,216-65.4% | $4,564-60.5% | $6,400-71.8% |
| Admin fee / account holder | $1,934 | $13,938-86.1% | $8,445-77.1% | $11,426-83.1% |