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 | $45,008 | $167,307-73.1% | $143,757-68.7% | $134,475-66.5% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -18.79% | 0.46%-19.3pp | -0.04%-18.7pp | 417.96%-436.8pp |
| Employer contribution / active EE | $2,232 | $5,619-60.3% | $4,951-54.9% | $4,740-52.9% |
| Participant deferral / active EE | $4,842 | $6,446-24.9% | $5,637-14.1% | $6,400-24.3% |
| Admin fee / account holder | $1,169 | $18,088-93.5% | $14,673-92.0% | $11,426-89.8% |