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 | $26,968 | $167,307-83.9% | $143,757-81.2% | $134,475-79.9% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -19.70% | 0.46%-20.2pp | -0.04%-19.7pp | 417.96%-437.7pp |
| Employer contribution / active EE | $3,369 | $5,619-40.1% | $4,951-32.0% | $4,740-28.9% |
| Participant deferral / active EE | $6,562 | $6,446+1.8% | $5,637+16.4% | $6,400+2.5% |
| Admin fee / account holder | $5,734 | $18,088-68.3% | $14,673-60.9% | $11,426-49.8% |