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 | $33,976 | $211,958-84.0% | $169,463-80.0% | $135,375-74.9% |
| Participation rate | 83.3% | 82.6%+0.7pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -3.53% | 3.26%-6.8pp | 1.83%-5.4pp | 519.73%-523.3pp |
| Employer contribution / active EE | $2,302 | $5,120-55.0% | $4,159-44.7% | $4,779-51.8% |
| Participant deferral / active EE | $6,677 | $6,075+9.9% | $5,277+26.5% | $5,609+19.0% |
| Admin fee / account holder | $1,529 | $11,471-86.7% | $9,109-83.2% | $10,827-85.9% |