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 | $54,104 | $211,958-74.5% | $169,463-68.1% | $135,375-60.0% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -9.09% | 3.26%-12.4pp | 1.83%-10.9pp | 519.73%-528.8pp |
| Employer contribution / active EE | $2,673 | $5,120-47.8% | $4,159-35.7% | $4,779-44.1% |
| Participant deferral / active EE | $5,374 | $6,075-11.5% | $5,277+1.8% | $5,609-4.2% |
| Admin fee / account holder | $1,073 | $11,471-90.6% | $9,109-88.2% | $10,827-90.1% |