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 | $63,458 | $100,754-37.0% | $86,677-26.8% | $134,475-52.8% |
| Participation rate | 73.3% | 78.9%-5.6pp | 76.6%-3.2pp | 81.2%-7.9pp |
| Annual return | -14.61% | 29.04%-43.6pp | 35.91%-50.5pp | 417.96%-432.6pp |
| Employer contribution / active EE | $1,258 | $3,489-63.9% | $2,836-55.6% | $4,740-73.5% |
| Participant deferral / active EE | $4,546 | $5,338-14.8% | $4,656-2.4% | $6,400-29.0% |
| Admin fee / account holder | $6,615 | $10,926-39.5% | $7,493-11.7% | $11,426-42.1% |