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 5-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 | $70,203 | $167,307-58.0% | $143,757-51.2% | $134,475-47.8% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -19.94% | 0.46%-20.4pp | -0.04%-19.9pp | 417.96%-437.9pp |
| Employer contribution / active EE | $7,120 | $5,619+26.7% | $4,951+43.8% | $4,740+50.2% |
| Participant deferral / active EE | $3,861 | $6,446-40.1% | $5,637-31.5% | $6,400-39.7% |
| Admin fee / account holder | $1,529 | $18,088-91.5% | $14,673-89.6% | $11,426-86.6% |