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 | $188,139 | $100,754+86.7% | $86,677+117.1% | $134,475+39.9% |
| Participation rate | 78.6% | 78.9%-0.4pp | 76.6%+2.0pp | 81.2%-2.7pp |
| Annual return | -15.81% | 29.04%-44.8pp | 35.91%-51.7pp | 417.96%-433.8pp |
| Employer contribution / active EE | $1,796 | $3,489-48.5% | $2,836-36.7% | $4,740-62.1% |
| Participant deferral / active EE | $7,519 | $5,338+40.9% | $4,656+61.5% | $6,400+17.5% |
| Admin fee / account holder | $11,445 | $10,926+4.7% | $7,493+52.7% | $11,426+0.2% |