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 | $24,372 | $100,754-75.8% | $86,677-71.9% | $134,475-81.9% |
| Participation rate | 95.5% | 78.9%+16.5pp | 76.6%+18.9pp | 81.2%+14.2pp |
| Annual return | -19.85% | 29.04%-48.9pp | 35.91%-55.8pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,061 | $3,489-69.6% | $2,836-62.6% | $4,740-77.6% |
| Participant deferral / active EE | $3,848 | $5,338-27.9% | $4,656-17.4% | $6,400-39.9% |
| Admin fee / account holder | $552 | $10,926-94.9% | $7,493-92.6% | $11,426-95.2% |