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 | $34,088 | $167,307-79.6% | $143,757-76.3% | $134,475-74.7% |
| Participation rate | 84.6% | 84.8%-0.2pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -13.29% | 0.46%-13.8pp | -0.04%-13.3pp | 417.96%-431.3pp |
| Employer contribution / active EE | $4,768 | $5,619-15.1% | $4,951-3.7% | $4,740+0.6% |
| Participant deferral / active EE | $5,064 | $6,446-21.4% | $5,637-10.2% | $6,400-20.9% |
| Admin fee / account holder | $3,214 | $18,088-82.2% | $14,673-78.1% | $11,426-71.9% |