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 | $58,825 | $167,307-64.8% | $143,757-59.1% | $134,475-56.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -15.35% | 0.46%-15.8pp | -0.04%-15.3pp | 417.96%-433.3pp |
| Employer contribution / active EE | $2,053 | $5,619-63.5% | $4,951-58.5% | $4,740-56.7% |
| Participant deferral / active EE | $5,992 | $6,446-7.0% | $5,637+6.3% | $6,400-6.4% |
| Admin fee / account holder | $864 | $18,088-95.2% | $14,673-94.1% | $11,426-92.4% |