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 | $44,126 | $100,754-56.2% | $86,677-49.1% | $134,475-67.2% |
| Participation rate | 78.9% | 78.9%0pp | 76.6%+2.4pp | 81.2%-2.3pp |
| Annual return | -15.09% | 29.04%-44.1pp | 35.91%-51.0pp | 417.96%-433.1pp |
| Employer contribution / active EE | $916 | $3,489-73.8% | $2,836-67.7% | $4,740-80.7% |
| Participant deferral / active EE | $2,455 | $5,338-54.0% | $4,656-47.3% | $6,400-61.6% |
| Admin fee / account holder | $1,107 | $10,926-89.9% | $7,493-85.2% | $11,426-90.3% |