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 | $127,088 | $167,307-24.0% | $143,757-11.6% | $134,475-5.5% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -14.05% | 0.46%-14.5pp | -0.04%-14.0pp | 417.96%-432.0pp |
| Employer contribution / active EE | $1,983 | $5,619-64.7% | $4,951-59.9% | $4,740-58.2% |
| Participant deferral / active EE | $6,436 | $6,446-0.2% | $5,637+14.2% | $6,400+0.6% |
| Admin fee / account holder | $1,966 | $18,088-89.1% | $14,673-86.6% | $11,426-82.8% |