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 | $50,094 | $100,754-50.3% | $86,677-42.2% | $134,475-62.7% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -15.28% | 29.04%-44.3pp | 35.91%-51.2pp | 417.96%-433.2pp |
| Employer contribution / active EE | $1,586 | $3,489-54.5% | $2,836-44.1% | $4,740-66.5% |
| Participant deferral / active EE | $4,574 | $5,338-14.3% | $4,656-1.7% | $6,400-28.5% |
| Admin fee / account holder | $2,552 | $10,926-76.6% | $7,493-65.9% | $11,426-77.7% |