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 5-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 | $129,639 | $167,307-22.5% | $143,757-9.8% | $134,475-3.6% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -13.01% | 0.46%-13.5pp | -0.04%-13.0pp | 417.96%-431.0pp |
| Employer contribution / active EE | $2,525 | $5,619-55.1% | $4,951-49.0% | $4,740-46.7% |
| Participant deferral / active EE | $8,501 | $6,446+31.9% | $5,637+50.8% | $6,400+32.8% |
| Admin fee / account holder | $810 | $18,088-95.5% | $14,673-94.5% | $11,426-92.9% |