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 | $72,438 | $100,754-28.1% | $86,677-16.4% | $134,475-46.1% |
| Participation rate | 78.9% | 78.9%0pp | 76.6%+2.4pp | 81.2%-2.3pp |
| Annual return | -11.92% | 29.04%-41.0pp | 35.91%-47.8pp | 417.96%-429.9pp |
| Employer contribution / active EE | $2,293 | $3,489-34.3% | $2,836-19.1% | $4,740-51.6% |
| Participant deferral / active EE | $8,505 | $5,338+59.3% | $4,656+82.7% | $6,400+32.9% |
| Admin fee / account holder | $9,581 | $10,926-12.3% | $7,493+27.9% | $11,426-16.1% |