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 | $33,061 | $167,307-80.2% | $143,757-77.0% | $134,475-75.4% |
| Participation rate | 84.2% | 84.8%-0.6pp | 80.3%+3.9pp | 81.2%+3.0pp |
| Annual return | -19.63% | 0.46%-20.1pp | -0.04%-19.6pp | 417.96%-437.6pp |
| Employer contribution / active EE | $3,881 | $5,619-30.9% | $4,951-21.6% | $4,740-18.1% |
| Participant deferral / active EE | $6,026 | $6,446-6.5% | $5,637+6.9% | $6,400-5.8% |
| Admin fee / account holder | $849 | $18,088-95.3% | $14,673-94.2% | $11,426-92.6% |