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 | $41,268 | $167,307-75.3% | $143,757-71.3% | $134,475-69.3% |
| Participation rate | 84.6% | 84.8%-0.2pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -16.39% | 0.46%-16.8pp | -0.04%-16.3pp | 417.96%-434.4pp |
| Employer contribution / active EE | $2,083 | $5,619-62.9% | $4,951-57.9% | $4,740-56.1% |
| Participant deferral / active EE | $4,673 | $6,446-27.5% | $5,637-17.1% | $6,400-27.0% |
| Admin fee / account holder | $305 | $18,088-98.3% | $14,673-97.9% | $11,426-97.3% |