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 6-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 | $105,266 | $154,117-31.7% | $129,995-19.0% | $139,434-24.5% |
| Participation rate | 73.7% | 82.0%-8.3pp | 78.5%-4.8pp | 80.3%-6.6pp |
| Annual return | 15.14% | 32.48%-17.3pp | -137.18%+152.3pp | 372.94%-357.8pp |
| Employer contribution / active EE | $2,219 | $5,289-58.0% | $4,320-48.6% | $4,751-53.3% |
| Participant deferral / active EE | $3,885 | $6,710-42.1% | $5,820-33.3% | $6,710-42.1% |
| Admin fee / account holder | $5,038 | $14,007-64.0% | $10,614-52.5% | $11,403-55.8% |