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 | $42,790 | $197,825-78.4% | $155,790-72.5% | $125,391-65.9% |
| Participation rate | 72.2% | 82.1%-9.9pp | 76.1%-3.9pp | 83.2%-11.0pp |
| Annual return | -3.35% | 86.74%-90.1pp | 71.54%-74.9pp | 282.22%-285.6pp |
| Employer contribution / active EE | $2,455 | $4,847-49.3% | $3,836-36.0% | $4,866-49.5% |
| Participant deferral / active EE | $3,489 | $5,630-38.0% | $4,797-27.3% | $5,352-34.8% |
| Admin fee / account holder | $8,711 | $9,545-8.7% | $7,478+16.5% | $9,540-8.7% |