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 | $52,128 | $167,307-68.8% | $143,757-63.7% | $134,475-61.2% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -16.35% | 0.46%-16.8pp | -0.04%-16.3pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,530 | $5,619-72.8% | $4,951-69.1% | $4,740-67.7% |
| Participant deferral / active EE | $5,984 | $6,446-7.2% | $5,637+6.1% | $6,400-6.5% |
| Admin fee / account holder | $442 | $18,088-97.6% | $14,673-97.0% | $11,426-96.1% |