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 5-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 | $76,657 | $167,307-54.2% | $143,757-46.7% | $134,475-43.0% |
| Participation rate | 82.6% | 84.8%-2.2pp | 80.3%+2.3pp | 81.2%+1.4pp |
| Annual return | -14.86% | 0.46%-15.3pp | -0.04%-14.8pp | 417.96%-432.8pp |
| Employer contribution / active EE | $2,080 | $5,619-63.0% | $4,951-58.0% | $4,740-56.1% |
| Participant deferral / active EE | $6,298 | $6,446-2.3% | $5,637+11.7% | $6,400-1.6% |
| Admin fee / account holder | $1,457 | $18,088-91.9% | $14,673-90.1% | $11,426-87.3% |