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 | $68,169 | $100,754-32.3% | $86,677-21.4% | $134,475-49.3% |
| Participation rate | 88.9% | 78.9%+10.0pp | 76.6%+12.3pp | 81.2%+7.7pp |
| Annual return | -15.37% | 29.04%-44.4pp | 35.91%-51.3pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,416 | $3,489-59.4% | $2,836-50.1% | $4,740-70.1% |
| Participant deferral / active EE | $2,658 | $5,338-50.2% | $4,656-42.9% | $6,400-58.5% |
| Admin fee / account holder | $9,018 | $10,926-17.5% | $7,493+20.3% | $11,426-21.1% |