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 | $156,040 | $100,754+54.9% | $86,677+80.0% | $134,475+16.0% |
| Participation rate | 76.9% | 78.9%-2.0pp | 76.6%+0.3pp | 81.2%-4.3pp |
| Annual return | -11.01% | 29.04%-40.0pp | 35.91%-46.9pp | 417.96%-429.0pp |
| Employer contribution / active EE | $3,897 | $3,489+11.7% | $2,836+37.4% | $4,740-17.8% |
| Participant deferral / active EE | $6,663 | $5,338+24.8% | $4,656+43.1% | $6,400+4.1% |
| Admin fee / account holder | $1,293 | $10,926-88.2% | $7,493-82.7% | $11,426-88.7% |