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 6-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 | $24,938 | $167,307-85.1% | $143,757-82.7% | $134,475-81.5% |
| Participation rate | 84.6% | 84.8%-0.2pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -17.79% | 0.46%-18.3pp | -0.04%-17.7pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,293 | $5,619-77.0% | $4,951-73.9% | $4,740-72.7% |
| Participant deferral / active EE | $4,010 | $6,446-37.8% | $5,637-28.9% | $6,400-37.3% |
| Admin fee / account holder | $2,897 | $18,088-84.0% | $14,673-80.3% | $11,426-74.6% |