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 | $80,993 | $133,958-39.5% | $112,228-27.8% | $134,475-39.8% |
| Participation rate | 91.3% | 78.6%+12.7pp | 75.1%+16.2pp | 81.2%+10.1pp |
| Annual return | -17.25% | 47.11%-64.4pp | 27.45%-44.7pp | 417.96%-435.2pp |
| Employer contribution / active EE | $1,042 | $4,038-74.2% | $3,635-71.3% | $4,740-78.0% |
| Participant deferral / active EE | $3,963 | $5,291-25.1% | $4,728-16.2% | $6,400-38.1% |
| Admin fee / account holder | $2,967 | $7,489-60.4% | $6,410-53.7% | $11,426-74.0% |