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 7-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 | $77,985 | $100,754-22.6% | $86,677-10.0% | $134,475-42.0% |
| Participation rate | 90.9% | 78.9%+12.0pp | 76.6%+14.3pp | 81.2%+9.7pp |
| Annual return | -16.24% | 29.04%-45.3pp | 35.91%-52.2pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,864 | $3,489-46.6% | $2,836-34.3% | $4,740-60.7% |
| Participant deferral / active EE | $3,986 | $5,338-25.3% | $4,656-14.4% | $6,400-37.7% |
| Admin fee / account holder | $21,483 | $10,926+96.6% | $7,493+186.7% | $11,426+88.0% |