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 8-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 | $30,919 | $142,344-78.3% | $119,609-74.1% | $134,475-77.0% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -16.48% | -12.44%-4.0pp | -14.97%-1.5pp | 417.96%-434.4pp |
| Employer contribution / active EE | $1,848 | $5,222-64.6% | $4,232-56.3% | $4,740-61.0% |
| Participant deferral / active EE | $3,531 | $6,469-45.4% | $5,602-37.0% | $6,400-44.8% |
| Admin fee / account holder | $603 | $13,584-95.6% | $10,323-94.2% | $11,426-94.7% |