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 | $39,181 | $167,307-76.6% | $143,757-72.7% | $134,475-70.9% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -18.89% | 0.46%-19.4pp | -0.04%-18.9pp | 417.96%-436.9pp |
| Employer contribution / active EE | $2,789 | $5,619-50.4% | $4,951-43.7% | $4,740-41.2% |
| Participant deferral / active EE | $4,470 | $6,446-30.7% | $5,637-20.7% | $6,400-30.2% |
| Admin fee / account holder | $2,089 | $18,088-88.4% | $14,673-85.8% | $11,426-81.7% |