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 9-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 | $26,578 | $100,754-73.6% | $86,677-69.3% | $134,475-80.2% |
| Participation rate | 73.3% | 78.9%-5.6pp | 76.6%-3.2pp | 81.2%-7.9pp |
| Annual return | -17.32% | 29.04%-46.4pp | 35.91%-53.2pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,817 | $3,489-47.9% | $2,836-35.9% | $4,740-61.7% |
| Participant deferral / active EE | $4,915 | $5,338-7.9% | $4,656+5.6% | $6,400-23.2% |
| Admin fee / account holder | $1,608 | $10,926-85.3% | $7,493-78.5% | $11,426-85.9% |