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 8-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 | $61,536 | $100,754-38.9% | $86,677-29.0% | $134,475-54.2% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -17.51% | 29.04%-46.5pp | 35.91%-53.4pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,733 | $3,489-21.7% | $2,836-3.6% | $4,740-42.3% |
| Participant deferral / active EE | $5,210 | $5,338-2.4% | $4,656+11.9% | $6,400-18.6% |
| Admin fee / account holder | $452 | $10,926-95.9% | $7,493-94.0% | $11,426-96.0% |