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 | $30,151 | $100,754-70.1% | $86,677-65.2% | $134,475-77.6% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -18.95% | 29.04%-48.0pp | 35.91%-54.9pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,613 | $3,489-53.8% | $2,836-43.1% | $4,740-66.0% |
| Participant deferral / active EE | $4,514 | $5,338-15.4% | $4,656-3.0% | $6,400-29.5% |
| Admin fee / account holder | $4,167 | $10,926-61.9% | $7,493-44.4% | $11,426-63.5% |