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 | $81,942 | $167,307-51.0% | $143,757-43.0% | $134,475-39.1% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -16.08% | 0.46%-16.5pp | -0.04%-16.0pp | 417.96%-434.0pp |
| Employer contribution / active EE | $10,471 | $5,619+86.3% | $4,951+111.5% | $4,740+120.9% |
| Participant deferral / active EE | $10,783 | $6,446+67.3% | $5,637+91.3% | $6,400+68.5% |
| Admin fee / account holder | $505 | $18,088-97.2% | $14,673-96.6% | $11,426-95.6% |