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 | $70,658 | $100,754-29.9% | $86,677-18.5% | $134,475-47.5% |
| Participation rate | 71.4% | 78.9%-7.5pp | 76.6%-5.1pp | 81.2%-9.8pp |
| Annual return | -18.91% | 29.04%-47.9pp | 35.91%-54.8pp | 417.96%-436.9pp |
| Employer contribution / active EE | $2,064 | $3,489-40.8% | $2,836-27.2% | $4,740-56.4% |
| Participant deferral / active EE | $9,195 | $5,338+72.3% | $4,656+97.5% | $6,400+43.7% |
| Admin fee / account holder | $660 | $10,926-94.0% | $7,493-91.2% | $11,426-94.2% |