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 | $52,705 | $100,754-47.7% | $86,677-39.2% | $134,475-60.8% |
| Participation rate | 85.0% | 78.9%+6.1pp | 76.6%+8.4pp | 81.2%+3.8pp |
| Annual return | -18.62% | 29.04%-47.7pp | 35.91%-54.5pp | 417.96%-436.6pp |
| Employer contribution / active EE | $1,835 | $3,489-47.4% | $2,836-35.3% | $4,740-61.3% |
| Participant deferral / active EE | $5,171 | $5,338-3.1% | $4,656+11.1% | $6,400-19.2% |
| Admin fee / account holder | $27,462 | $10,926+151.3% | $7,493+266.5% | $11,426+140.3% |