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 | $59,687 | $100,754-40.8% | $86,677-31.1% | $134,475-55.6% |
| Participation rate | 78.9% | 78.9%0pp | 76.6%+2.4pp | 81.2%-2.3pp |
| Annual return | -14.05% | 29.04%-43.1pp | 35.91%-50.0pp | 417.96%-432.0pp |
| Employer contribution / active EE | $1,952 | $3,489-44.0% | $2,836-31.2% | $4,740-58.8% |
| Participant deferral / active EE | $3,809 | $5,338-28.6% | $4,656-18.2% | $6,400-40.5% |
| Admin fee / account holder | $6,429 | $10,926-41.2% | $7,493-14.2% | $11,426-43.7% |