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 6-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 | $45,434 | $154,117-70.5% | $129,995-65.0% | $139,434-67.4% |
| Participation rate | 76.9% | 82.0%-5.0pp | 78.5%-1.6pp | 80.3%-3.4pp |
| Annual return | 17.51% | 32.48%-15.0pp | -137.18%+154.7pp | 372.94%-355.4pp |
| Employer contribution / active EE | $2,363 | $5,289-55.3% | $4,320-45.3% | $4,751-50.3% |
| Participant deferral / active EE | $7,035 | $6,710+4.8% | $5,820+20.9% | $6,710+4.8% |
| Admin fee / account holder | $806 | $14,007-94.2% | $10,614-92.4% | $11,403-92.9% |