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 | $116,988 | $167,307-30.1% | $143,757-18.6% | $134,475-13.0% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -14.22% | 0.46%-14.7pp | -0.04%-14.2pp | 417.96%-432.2pp |
| Employer contribution / active EE | $4,550 | $5,619-19.0% | $4,951-8.1% | $4,740-4.0% |
| Participant deferral / active EE | $4,456 | $6,446-30.9% | $5,637-20.9% | $6,400-30.4% |
| Admin fee / account holder | $1,089 | $18,088-94.0% | $14,673-92.6% | $11,426-90.5% |