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 6-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 | $64,510 | $100,754-36.0% | $86,677-25.6% | $134,475-52.0% |
| Participation rate | 79.2% | 78.9%+0.2pp | 76.6%+2.6pp | 81.2%-2.1pp |
| Annual return | -17.37% | 29.04%-46.4pp | 35.91%-53.3pp | 417.96%-435.3pp |
| Employer contribution / active EE | $2,118 | $3,489-39.3% | $2,836-25.3% | $4,740-55.3% |
| Participant deferral / active EE | $4,465 | $5,338-16.3% | $4,656-4.1% | $6,400-30.2% |
| Admin fee / account holder | $1,382 | $10,926-87.4% | $7,493-81.6% | $11,426-87.9% |