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 7-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 | $57,476 | $127,386-54.9% | $115,037-50.0% | $125,391-54.2% |
| Participation rate | 73.7% | 84.2%-10.5pp | 81.4%-7.7pp | 83.2%-9.5pp |
| Annual return | -1.79% | 31.28%-33.1pp | 26.14%-27.9pp | 282.22%-284.0pp |
| Employer contribution / active EE | $2,408 | $5,166-53.4% | $4,608-47.8% | $4,866-50.5% |
| Participant deferral / active EE | $4,578 | $6,423-28.7% | $6,026-24.0% | $5,352-14.5% |
| Admin fee / account holder | $5,685 | $9,516-40.3% | $8,175-30.5% | $9,540-40.4% |