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 | $23,385 | $167,307-86.0% | $143,757-83.7% | $134,475-82.6% |
| Participation rate | 76.5% | 84.8%-8.3pp | 80.3%-3.8pp | 81.2%-4.8pp |
| Annual return | -18.28% | 0.46%-18.7pp | -0.04%-18.2pp | 417.96%-436.2pp |
| Employer contribution / active EE | $2,092 | $5,619-62.8% | $4,951-57.7% | $4,740-55.9% |
| Participant deferral / active EE | $4,895 | $6,446-24.1% | $5,637-13.2% | $6,400-23.5% |
| Admin fee / account holder | $3,411 | $18,088-81.1% | $14,673-76.8% | $11,426-70.1% |