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 | $34,010 | $142,344-76.1% | $119,609-71.6% | $134,475-74.7% |
| Participation rate | 81.8% | 82.8%-1.0pp | 79.3%+2.6pp | 81.2%+0.6pp |
| Annual return | -16.33% | -12.44%-3.9pp | -14.97%-1.4pp | 417.96%-434.3pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,698 | $6,469-58.3% | $5,602-51.8% | $6,400-57.8% |
| Admin fee / account holder | $340 | $13,584-97.5% | $10,323-96.7% | $11,426-97.0% |