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 | $71,770 | $167,307-57.1% | $143,757-50.1% | $134,475-46.6% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -15.08% | 0.46%-15.5pp | -0.04%-15.0pp | 417.96%-433.0pp |
| Employer contribution / active EE | $3,322 | $5,619-40.9% | $4,951-32.9% | $4,740-29.9% |
| Participant deferral / active EE | $7,159 | $6,446+11.1% | $5,637+27.0% | $6,400+11.9% |
| Admin fee / account holder | $2,287 | $18,088-87.4% | $14,673-84.4% | $11,426-80.0% |