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 | $59,968 | $99,032-39.4% | $80,019-25.1% | $135,375-55.7% |
| Participation rate | 81.3% | 78.4%+2.9pp | 75.8%+5.4pp | 82.6%-1.4pp |
| Annual return | -4.72% | 15.39%-20.1pp | 11.22%-15.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $4,128 | $3,043+35.7% | $2,468+67.3% | $4,779-13.6% |
| Participant deferral / active EE | $12,532 | $4,282+192.7% | $3,686+240.0% | $5,609+123.4% |
| Admin fee / account holder | $26,686 | $10,436+155.7% | $6,521+309.2% | $10,827+146.5% |