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 | $78,027 | $133,958-41.8% | $112,228-30.5% | $134,475-42.0% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -16.48% | 47.11%-63.6pp | 27.45%-43.9pp | 417.96%-434.4pp |
| Employer contribution / active EE | $1,857 | $4,038-54.0% | $3,635-48.9% | $4,740-60.8% |
| Participant deferral / active EE | $10,836 | $5,291+104.8% | $4,728+129.2% | $6,400+69.3% |
| Admin fee / account holder | $764 | $7,489-89.8% | $6,410-88.1% | $11,426-93.3% |