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 | $35,014 | $100,754-65.2% | $86,677-59.6% | $134,475-74.0% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -18.13% | 29.04%-47.2pp | 35.91%-54.0pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,731 | $3,489-21.7% | $2,836-3.7% | $4,740-42.4% |
| Participant deferral / active EE | $5,158 | $5,338-3.4% | $4,656+10.8% | $6,400-19.4% |
| Admin fee / account holder | $459 | $10,926-95.8% | $7,493-93.9% | $11,426-96.0% |