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 | $59,374 | $100,754-41.1% | $86,677-31.5% | $134,475-55.8% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -14.86% | 29.04%-43.9pp | 35.91%-50.8pp | 417.96%-432.8pp |
| Employer contribution / active EE | $1,458 | $3,489-58.2% | $2,836-48.6% | $4,740-69.2% |
| Participant deferral / active EE | $3,856 | $5,338-27.8% | $4,656-17.2% | $6,400-39.7% |
| Admin fee / account holder | $13,024 | $10,926+19.2% | $7,493+73.8% | $11,426+14.0% |