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 | $82,261 | $167,307-50.8% | $143,757-42.8% | $134,475-38.8% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -17.66% | 0.46%-18.1pp | -0.04%-17.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $4,199 | $5,619-25.3% | $4,951-15.2% | $4,740-11.4% |
| Participant deferral / active EE | $10,030 | $6,446+55.6% | $5,637+77.9% | $6,400+56.7% |
| Admin fee / account holder | $8,797 | $18,088-51.4% | $14,673-40.0% | $11,426-23.0% |