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 | $68,365 | $100,754-32.1% | $86,677-21.1% | $134,475-49.2% |
| Participation rate | 81.0% | 78.9%+2.0pp | 76.6%+4.4pp | 81.2%-0.3pp |
| Annual return | -17.15% | 29.04%-46.2pp | 35.91%-53.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $4,597 | $3,489+31.7% | $2,836+62.1% | $4,740-3.0% |
| Participant deferral / active EE | $4,526 | $5,338-15.2% | $4,656-2.8% | $6,400-29.3% |
| Admin fee / account holder | $16,608 | $10,926+52.0% | $7,493+121.6% | $11,426+45.4% |