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 | $44,348 | $167,484-73.5% | $151,611-70.7% | $134,475-67.0% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -17.02% | 7.80%-24.8pp | 3.33%-20.4pp | 417.96%-435.0pp |
| Employer contribution / active EE | $3,291 | $6,829-51.8% | $6,166-46.6% | $4,740-30.6% |
| Participant deferral / active EE | $15,334 | $8,986+70.7% | $8,363+83.4% | $6,400+139.6% |
| Admin fee / account holder | $14,735 | $13,783+6.9% | $11,616+26.9% | $11,426+29.0% |