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 | $40,428 | $100,754-59.9% | $86,677-53.4% | $134,475-69.9% |
| Participation rate | 95.2% | 78.9%+16.3pp | 76.6%+18.7pp | 81.2%+14.0pp |
| Annual return | -16.20% | 29.04%-45.2pp | 35.91%-52.1pp | 417.96%-434.2pp |
| Employer contribution / active EE | $3,553 | $3,489+1.8% | $2,836+25.3% | $4,740-25.0% |
| Participant deferral / active EE | $6,225 | $5,338+16.6% | $4,656+33.7% | $6,400-2.7% |
| Admin fee / account holder | $9,354 | $10,926-14.4% | $7,493+24.8% | $11,426-18.1% |