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 7-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 | $50,916 | $133,958-62.0% | $112,228-54.6% | $134,475-62.1% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.1%-5.1pp | 81.2%-11.2pp |
| Annual return | -16.31% | 47.11%-63.4pp | 27.45%-43.8pp | 417.96%-434.3pp |
| Employer contribution / active EE | $2,629 | $4,038-34.9% | $3,635-27.7% | $4,740-44.5% |
| Participant deferral / active EE | $4,765 | $5,291-9.9% | $4,728+0.8% | $6,400-25.5% |
| Admin fee / account holder | $5,806 | $7,489-22.5% | $6,410-9.4% | $11,426-49.2% |