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 10-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 | $90,138 | $133,958-32.7% | $112,228-19.7% | $134,475-33.0% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.1%-5.1pp | 81.2%-11.2pp |
| Annual return | -17.12% | 47.11%-64.2pp | 27.45%-44.6pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,449 | $4,038-39.4% | $3,635-32.6% | $4,740-48.3% |
| Participant deferral / active EE | $5,274 | $5,291-0.3% | $4,728+11.5% | $6,400-17.6% |
| Admin fee / account holder | $1,298 | $7,489-82.7% | $6,410-79.7% | $11,426-88.6% |