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 | $29,214 | $167,307-82.5% | $143,757-79.7% | $134,475-78.3% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -17.13% | 0.46%-17.6pp | -0.04%-17.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $4,765 | $5,619-15.2% | $4,951-3.8% | $4,740+0.5% |
| Participant deferral / active EE | $12,026 | $6,446+86.6% | $5,637+113.3% | $6,400+87.9% |
| Admin fee / account holder | $4,736 | $18,088-73.8% | $14,673-67.7% | $11,426-58.6% |