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 | $45,665 | $100,754-54.7% | $86,677-47.3% | $134,475-66.0% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -10.51% | 29.04%-39.5pp | 35.91%-46.4pp | 417.96%-428.5pp |
| Employer contribution / active EE | $1,862 | $3,489-46.6% | $2,836-34.4% | $4,740-60.7% |
| Participant deferral / active EE | $2,965 | $5,338-44.5% | $4,656-36.3% | $6,400-53.7% |
| Admin fee / account holder | $6,334 | $10,926-42.0% | $7,493-15.5% | $11,426-44.6% |