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 | $68,119 | $167,307-59.3% | $143,757-52.6% | $134,475-49.3% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -16.50% | 0.46%-17.0pp | -0.04%-16.5pp | 417.96%-434.5pp |
| Employer contribution / active EE | $3,286 | $5,619-41.5% | $4,951-33.6% | $4,740-30.7% |
| Participant deferral / active EE | $7,136 | $6,446+10.7% | $5,637+26.6% | $6,400+11.5% |
| Admin fee / account holder | $701 | $18,088-96.1% | $14,673-95.2% | $11,426-93.9% |