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 8-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 | $120,643 | $167,307-27.9% | $143,757-16.1% | $134,475-10.3% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -19.90% | 0.46%-20.4pp | -0.04%-19.9pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,802 | $5,619-67.9% | $4,951-63.6% | $4,740-62.0% |
| Participant deferral / active EE | $4,750 | $6,446-26.3% | $5,637-15.7% | $6,400-25.8% |
| Admin fee / account holder | $1,586 | $18,088-91.2% | $14,673-89.2% | $11,426-86.1% |