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 | $36,359 | $167,307-78.3% | $143,757-74.7% | $134,475-73.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -15.15% | 0.46%-15.6pp | -0.04%-15.1pp | 417.96%-433.1pp |
| Employer contribution / active EE | $5,386 | $5,619-4.2% | $4,951+8.8% | $4,740+13.6% |
| Participant deferral / active EE | $10,681 | $6,446+65.7% | $5,637+89.5% | $6,400+66.9% |
| Admin fee / account holder | $1,943 | $18,088-89.3% | $14,673-86.8% | $11,426-83.0% |