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 | $156,533 | $100,754+55.4% | $86,677+80.6% | $134,475+16.4% |
| Participation rate | 78.9% | 78.9%0pp | 76.6%+2.4pp | 81.2%-2.3pp |
| Annual return | -16.48% | 29.04%-45.5pp | 35.91%-52.4pp | 417.96%-434.4pp |
| Employer contribution / active EE | $2,034 | $3,489-41.7% | $2,836-28.3% | $4,740-57.1% |
| Participant deferral / active EE | $4,069 | $5,338-23.8% | $4,656-12.6% | $6,400-36.4% |
| Admin fee / account holder | $14,254 | $10,926+30.5% | $7,493+90.2% | $11,426+24.7% |