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 | $37,809 | $100,754-62.5% | $86,677-56.4% | $134,475-71.9% |
| Participation rate | 90.0% | 78.9%+11.1pp | 76.6%+13.4pp | 81.2%+8.8pp |
| Annual return | -16.44% | 29.04%-45.5pp | 35.91%-52.3pp | 417.96%-434.4pp |
| Employer contribution / active EE | $2,232 | $3,489-36.0% | $2,836-21.3% | $4,740-52.9% |
| Participant deferral / active EE | $5,961 | $5,338+11.7% | $4,656+28.0% | $6,400-6.9% |
| Admin fee / account holder | $11,296 | $10,926+3.4% | $7,493+50.7% | $11,426-1.1% |