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 8-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 | $67,292 | $100,754-33.2% | $86,677-22.4% | $134,475-50.0% |
| Participation rate | 81.8% | 78.9%+2.9pp | 76.6%+5.2pp | 81.2%+0.6pp |
| Annual return | -12.35% | 29.04%-41.4pp | 35.91%-48.3pp | 417.96%-430.3pp |
| Employer contribution / active EE | $2,017 | $3,489-42.2% | $2,836-28.9% | $4,740-57.4% |
| Participant deferral / active EE | $4,472 | $5,338-16.2% | $4,656-3.9% | $6,400-30.1% |
| Admin fee / account holder | $11,775 | $10,926+7.8% | $7,493+57.1% | $11,426+3.1% |