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 6-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 | $66,224 | $167,307-60.4% | $143,757-53.9% | $134,475-50.8% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -16.87% | 0.46%-17.3pp | -0.04%-16.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $2,692 | $5,619-52.1% | $4,951-45.6% | $4,740-43.2% |
| Participant deferral / active EE | $4,251 | $6,446-34.1% | $5,637-24.6% | $6,400-33.6% |
| Admin fee / account holder | $645 | $18,088-96.4% | $14,673-95.6% | $11,426-94.4% |