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 | $47,570 | $167,307-71.6% | $143,757-66.9% | $134,475-64.6% |
| Participation rate | 86.7% | 84.8%+1.9pp | 80.3%+6.4pp | 81.2%+5.4pp |
| Annual return | -13.12% | 0.46%-13.6pp | -0.04%-13.1pp | 417.96%-431.1pp |
| Employer contribution / active EE | $1,592 | $5,619-71.7% | $4,951-67.8% | $4,740-66.4% |
| Participant deferral / active EE | $5,221 | $6,446-19.0% | $5,637-7.4% | $6,400-18.4% |
| Admin fee / account holder | $366 | $18,088-98.0% | $14,673-97.5% | $11,426-96.8% |