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 | $77,073 | $167,307-53.9% | $143,757-46.4% | $134,475-42.7% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -18.12% | 0.46%-18.6pp | -0.04%-18.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $3,213 | $5,619-42.8% | $4,951-35.1% | $4,740-32.2% |
| Participant deferral / active EE | $4,210 | $6,446-34.7% | $5,637-25.3% | $6,400-34.2% |
| Admin fee / account holder | $754 | $18,088-95.8% | $14,673-94.9% | $11,426-93.4% |