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 8-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 | $20,420 | $100,754-79.7% | $86,677-76.4% | $134,475-84.8% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -18.90% | 29.04%-47.9pp | 35.91%-54.8pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,515 | $3,489-56.6% | $2,836-46.6% | $4,740-68.0% |
| Participant deferral / active EE | $2,808 | $5,338-47.4% | $4,656-39.7% | $6,400-56.1% |
| Admin fee / account holder | $643 | $10,926-94.1% | $7,493-91.4% | $11,426-94.4% |