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 | $56,106 | $100,754-44.3% | $86,677-35.3% | $134,475-58.3% |
| Participation rate | 90.5% | 78.9%+11.5pp | 76.6%+13.9pp | 81.2%+9.3pp |
| Annual return | -11.28% | 29.04%-40.3pp | 35.91%-47.2pp | 417.96%-429.2pp |
| Employer contribution / active EE | $1,981 | $3,489-43.2% | $2,836-30.1% | $4,740-58.2% |
| Participant deferral / active EE | $3,814 | $5,338-28.5% | $4,656-18.1% | $6,400-40.4% |
| Admin fee / account holder | $2,926 | $10,926-73.2% | $7,493-61.0% | $11,426-74.4% |