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 9-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 | $61,611 | $100,754-38.9% | $86,677-28.9% | $134,475-54.2% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -13.08% | 29.04%-42.1pp | 35.91%-49.0pp | 417.96%-431.0pp |
| Employer contribution / active EE | $1,385 | $3,489-60.3% | $2,836-51.2% | $4,740-70.8% |
| Participant deferral / active EE | $2,313 | $5,338-56.7% | $4,656-50.3% | $6,400-63.9% |
| Admin fee / account holder | $1,758 | $10,926-83.9% | $7,493-76.5% | $11,426-84.6% |