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 | $50,557 | $133,958-62.3% | $112,228-55.0% | $134,475-62.4% |
| Participation rate | 72.7% | 78.6%-5.8pp | 75.1%-2.3pp | 81.2%-8.5pp |
| Annual return | -13.74% | 47.11%-60.9pp | 27.45%-41.2pp | 417.96%-431.7pp |
| Employer contribution / active EE | $1,460 | $4,038-63.8% | $3,635-59.8% | $4,740-69.2% |
| Participant deferral / active EE | $2,175 | $5,291-58.9% | $4,728-54.0% | $6,400-66.0% |
| Admin fee / account holder | $1,350 | $7,489-82.0% | $6,410-78.9% | $11,426-88.2% |