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 | $106,873 | $167,307-36.1% | $143,757-25.7% | $134,475-20.5% |
| Participation rate | 72.7% | 84.8%-12.1pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -18.29% | 0.46%-18.8pp | -0.04%-18.3pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,879 | $5,619-66.6% | $4,951-62.1% | $4,740-60.4% |
| Participant deferral / active EE | $9,695 | $6,446+50.4% | $5,637+72.0% | $6,400+51.5% |
| Admin fee / account holder | $3,333 | $18,088-81.6% | $14,673-77.3% | $11,426-70.8% |