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 7-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 | $48,642 | $167,307-70.9% | $143,757-66.2% | $134,475-63.8% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -19.42% | 0.46%-19.9pp | -0.04%-19.4pp | 417.96%-437.4pp |
| Employer contribution / active EE | $14,711 | $5,619+161.8% | $4,951+197.1% | $4,740+210.4% |
| Participant deferral / active EE | $5,977 | $6,446-7.3% | $5,637+6.0% | $6,400-6.6% |
| Admin fee / account holder | $2,581 | $18,088-85.7% | $14,673-82.4% | $11,426-77.4% |