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 | $47,023 | $100,754-53.3% | $86,677-45.7% | $134,475-65.0% |
| Participation rate | 72.7% | 78.9%-6.2pp | 76.6%-3.8pp | 81.2%-8.5pp |
| Annual return | -16.68% | 29.04%-45.7pp | 35.91%-52.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,148 | $3,489-67.1% | $2,836-59.5% | $4,740-75.8% |
| Participant deferral / active EE | $1,862 | $5,338-65.1% | $4,656-60.0% | $6,400-70.9% |
| Admin fee / account holder | $3,660 | $10,926-66.5% | $7,493-51.2% | $11,426-68.0% |