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 | $32,296 | $167,307-80.7% | $143,757-77.5% | $134,475-76.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -7.98% | 0.46%-8.4pp | -0.04%-7.9pp | 417.96%-425.9pp |
| Employer contribution / active EE | $2,025 | $5,619-64.0% | $4,951-59.1% | $4,740-57.3% |
| Participant deferral / active EE | $6,529 | $6,446+1.3% | $5,637+15.8% | $6,400+2.0% |
| Admin fee / account holder | $1,004 | $18,088-94.5% | $14,673-93.2% | $11,426-91.2% |