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 9-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 | $34,698 | $167,307-79.3% | $143,757-75.9% | $134,475-74.2% |
| Participation rate | 76.5% | 84.8%-8.3pp | 80.3%-3.8pp | 81.2%-4.8pp |
| Annual return | -17.38% | 0.46%-17.8pp | -0.04%-17.3pp | 417.96%-435.3pp |
| Employer contribution / active EE | $4,145 | $5,619-26.2% | $4,951-16.3% | $4,740-12.5% |
| Participant deferral / active EE | $7,372 | $6,446+14.4% | $5,637+30.8% | $6,400+15.2% |
| Admin fee / account holder | $5,083 | $18,088-71.9% | $14,673-65.4% | $11,426-55.5% |