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 7-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 | $85,457 | $167,307-48.9% | $143,757-40.6% | $134,475-36.5% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -6.32% | 0.46%-6.8pp | -0.04%-6.3pp | 417.96%-424.3pp |
| Employer contribution / active EE | $12,404 | $5,619+120.7% | $4,951+150.5% | $4,740+161.7% |
| Participant deferral / active EE | $7,844 | $6,446+21.7% | $5,637+39.2% | $6,400+22.6% |
| Admin fee / account holder | $648 | $18,088-96.4% | $14,673-95.6% | $11,426-94.3% |