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 | $64,236 | $100,754-36.2% | $86,677-25.9% | $134,475-52.2% |
| Participation rate | 85.7% | 78.9%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -14.64% | 29.04%-43.7pp | 35.91%-50.6pp | 417.96%-432.6pp |
| Employer contribution / active EE | $2,450 | $3,489-29.8% | $2,836-13.6% | $4,740-48.3% |
| Participant deferral / active EE | $6,715 | $5,338+25.8% | $4,656+44.2% | $6,400+4.9% |
| Admin fee / account holder | $2,569 | $10,926-76.5% | $7,493-65.7% | $11,426-77.5% |