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 6-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 | $31,702 | $167,307-81.1% | $143,757-77.9% | $134,475-76.4% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -14.57% | 0.46%-15.0pp | -0.04%-14.5pp | 417.96%-432.5pp |
| Employer contribution / active EE | $1,559 | $5,619-72.3% | $4,951-68.5% | $4,740-67.1% |
| Participant deferral / active EE | $6,062 | $6,446-6.0% | $5,637+7.5% | $6,400-5.3% |
| Admin fee / account holder | $11,956 | $18,088-33.9% | $14,673-18.5% | $11,426+4.6% |