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 | $60,314 | $100,754-40.1% | $86,677-30.4% | $134,475-55.1% |
| Participation rate | 87.5% | 78.9%+8.6pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -13.78% | 29.04%-42.8pp | 35.91%-49.7pp | 417.96%-431.7pp |
| Employer contribution / active EE | $2,304 | $3,489-34.0% | $2,836-18.8% | $4,740-51.4% |
| Participant deferral / active EE | $3,568 | $5,338-33.2% | $4,656-23.4% | $6,400-44.2% |
| Admin fee / account holder | $3,863 | $10,926-64.6% | $7,493-48.4% | $11,426-66.2% |