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 | $37,307 | $167,307-77.7% | $143,757-74.0% | $134,475-72.3% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -19.88% | 0.46%-20.3pp | -0.04%-19.8pp | 417.96%-437.8pp |
| Employer contribution / active EE | $3,278 | $5,619-41.7% | $4,951-33.8% | $4,740-30.8% |
| Participant deferral / active EE | $5,002 | $6,446-22.4% | $5,637-11.3% | $6,400-21.8% |
| Admin fee / account holder | $6,060 | $18,088-66.5% | $14,673-58.7% | $11,426-47.0% |