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 6-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 | $36,782 | $142,344-74.2% | $119,609-69.2% | $134,475-72.6% |
| Participation rate | 73.7% | 82.8%-9.1pp | 79.3%-5.6pp | 81.2%-7.5pp |
| Annual return | -17.05% | -12.44%-4.6pp | -14.97%-2.1pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,701 | $5,222-48.3% | $4,232-36.2% | $4,740-43.0% |
| Participant deferral / active EE | $6,336 | $6,469-2.1% | $5,602+13.1% | $6,400-1.0% |
| Admin fee / account holder | $4,464 | $13,584-67.1% | $10,323-56.8% | $11,426-60.9% |