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 | $53,989 | $100,754-46.4% | $86,677-37.7% | $134,475-59.9% |
| Participation rate | 70.8% | 78.9%-8.1pp | 76.6%-5.7pp | 81.2%-10.4pp |
| Annual return | -17.53% | 29.04%-46.6pp | 35.91%-53.4pp | 417.96%-435.5pp |
| Employer contribution / active EE | $1,844 | $3,489-47.1% | $2,836-35.0% | $4,740-61.1% |
| Participant deferral / active EE | $4,294 | $5,338-19.6% | $4,656-7.8% | $6,400-32.9% |
| Admin fee / account holder | $6,479 | $10,926-40.7% | $7,493-13.5% | $11,426-43.3% |