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 | $47,978 | $167,307-71.3% | $143,757-66.6% | $134,475-64.3% |
| Participation rate | 95.2% | 84.8%+10.4pp | 80.3%+14.9pp | 81.2%+14.0pp |
| Annual return | -18.56% | 0.46%-19.0pp | -0.04%-18.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $4,885 | $5,619-13.1% | $4,951-1.3% | $4,740+3.1% |
| Participant deferral / active EE | $7,527 | $6,446+16.8% | $5,637+33.5% | $6,400+17.6% |
| Admin fee / account holder | $904 | $18,088-95.0% | $14,673-93.8% | $11,426-92.1% |