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 | $61,125 | $100,754-39.3% | $86,677-29.5% | $134,475-54.5% |
| Participation rate | 95.2% | 78.9%+16.3pp | 76.6%+18.7pp | 81.2%+14.0pp |
| Annual return | -19.32% | 29.04%-48.4pp | 35.91%-55.2pp | 417.96%-437.3pp |
| Employer contribution / active EE | $3,407 | $3,489-2.4% | $2,836+20.1% | $4,740-28.1% |
| Participant deferral / active EE | $4,393 | $5,338-17.7% | $4,656-5.6% | $6,400-31.4% |
| Admin fee / account holder | $2,291 | $10,926-79.0% | $7,493-69.4% | $11,426-79.9% |