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 8-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 | $19,015 | $82,286-76.9% | $68,791-72.4% | $134,475-85.9% |
| Participation rate | 94.7% | 75.1%+19.7pp | 69.0%+25.7pp | 81.2%+13.5pp |
| Annual return | -17.94% | -2.19%-15.7pp | -6.38%-11.6pp | 417.96%-435.9pp |
| Employer contribution / active EE | $1,757 | $3,301-46.8% | $2,655-33.8% | $4,740-62.9% |
| Participant deferral / active EE | $3,619 | $4,739-23.6% | $3,941-8.2% | $6,400-43.4% |
| Admin fee / account holder | $1,897 | $6,481-70.7% | $4,932-61.5% | $11,426-83.4% |