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 | $35,810 | $167,307-78.6% | $143,757-75.1% | $134,475-73.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -19.28% | 0.46%-19.7pp | -0.04%-19.2pp | 417.96%-437.2pp |
| Employer contribution / active EE | $5,502 | $5,619-2.1% | $4,951+11.1% | $4,740+16.1% |
| Participant deferral / active EE | $8,196 | $6,446+27.1% | $5,637+45.4% | $6,400+28.1% |
| Admin fee / account holder | $807 | $18,088-95.5% | $14,673-94.5% | $11,426-92.9% |