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 | $47,983 | $167,307-71.3% | $143,757-66.6% | $134,475-64.3% |
| Participation rate | 72.7% | 84.8%-12.1pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -14.85% | 0.46%-15.3pp | -0.04%-14.8pp | 417.96%-432.8pp |
| Employer contribution / active EE | $2,436 | $5,619-56.7% | $4,951-50.8% | $4,740-48.6% |
| Participant deferral / active EE | $5,045 | $6,446-21.7% | $5,637-10.5% | $6,400-21.2% |
| Admin fee / account holder | $4,674 | $18,088-74.2% | $14,673-68.1% | $11,426-59.1% |