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 | $125,047 | $100,754+24.1% | $86,677+44.3% | $134,475-7.0% |
| Participation rate | 72.7% | 78.9%-6.2pp | 76.6%-3.8pp | 81.2%-8.5pp |
| Annual return | -17.12% | 29.04%-46.2pp | 35.91%-53.0pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,810 | $3,489-19.5% | $2,836-0.9% | $4,740-40.7% |
| Participant deferral / active EE | $4,451 | $5,338-16.6% | $4,656-4.4% | $6,400-30.5% |
| Admin fee / account holder | $1,112 | $10,926-89.8% | $7,493-85.2% | $11,426-90.3% |