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 | $59,640 | $100,754-40.8% | $86,677-31.2% | $134,475-55.6% |
| Participation rate | 90.0% | 78.9%+11.1pp | 76.6%+13.4pp | 81.2%+8.8pp |
| Annual return | -17.61% | 29.04%-46.6pp | 35.91%-53.5pp | 417.96%-435.6pp |
| Employer contribution / active EE | $3,347 | $3,489-4.1% | $2,836+18.0% | $4,740-29.4% |
| Participant deferral / active EE | $5,656 | $5,338+6.0% | $4,656+21.5% | $6,400-11.6% |
| Admin fee / account holder | $14,896 | $10,926+36.3% | $7,493+98.8% | $11,426+30.4% |