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 9-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 | $52,467 | $100,754-47.9% | $86,677-39.5% | $134,475-61.0% |
| Participation rate | 81.8% | 78.9%+2.9pp | 76.6%+5.2pp | 81.2%+0.6pp |
| Annual return | -17.50% | 29.04%-46.5pp | 35.91%-53.4pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,119 | $3,489-39.3% | $2,836-25.3% | $4,740-55.3% |
| Participant deferral / active EE | $4,282 | $5,338-19.8% | $4,656-8.0% | $6,400-33.1% |
| Admin fee / account holder | $1,168 | $10,926-89.3% | $7,493-84.4% | $11,426-89.8% |