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 10-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 | $85,517 | $100,754-15.1% | $86,677-1.3% | $134,475-36.4% |
| Participation rate | 76.5% | 78.9%-2.5pp | 76.6%-0.1pp | 81.2%-4.8pp |
| Annual return | -11.99% | 29.04%-41.0pp | 35.91%-47.9pp | 417.96%-430.0pp |
| Employer contribution / active EE | $1,911 | $3,489-45.2% | $2,836-32.6% | $4,740-59.7% |
| Participant deferral / active EE | $2,996 | $5,338-43.9% | $4,656-35.6% | $6,400-53.2% |
| Admin fee / account holder | $1,436 | $10,926-86.9% | $7,493-80.8% | $11,426-87.4% |