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 | $22,395 | $142,344-84.3% | $119,609-81.3% | $134,475-83.3% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -18.83% | -12.44%-6.4pp | -14.97%-3.9pp | 417.96%-436.8pp |
| Employer contribution / active EE | $4,341 | $5,222-16.9% | $4,232+2.6% | $4,740-8.4% |
| Participant deferral / active EE | $8,861 | $6,469+37.0% | $5,602+58.2% | $6,400+38.5% |
| Admin fee / account holder | $1,440 | $13,584-89.4% | $10,323-86.1% | $11,426-87.4% |