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 | $24,561 | $167,307-85.3% | $143,757-82.9% | $134,475-81.7% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -17.40% | 0.46%-17.9pp | -0.04%-17.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,191 | $5,619-78.8% | $4,951-75.9% | $4,740-74.9% |
| Participant deferral / active EE | $6,555 | $6,446+1.7% | $5,637+16.3% | $6,400+2.4% |
| Admin fee / account holder | $1,284 | $18,088-92.9% | $14,673-91.3% | $11,426-88.8% |