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 | $37,515 | $167,307-77.6% | $143,757-73.9% | $134,475-72.1% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -17.77% | 0.46%-18.2pp | -0.04%-17.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,557 | $5,619-72.3% | $4,951-68.6% | $4,740-67.1% |
| Participant deferral / active EE | $2,572 | $6,446-60.1% | $5,637-54.4% | $6,400-59.8% |
| Admin fee / account holder | $1,699 | $18,088-90.6% | $14,673-88.4% | $11,426-85.1% |