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 | $23,137 | $167,307-86.2% | $143,757-83.9% | $134,475-82.8% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -15.54% | 0.46%-16.0pp | -0.04%-15.5pp | 417.96%-433.5pp |
| Employer contribution / active EE | $3,683 | $5,619-34.5% | $4,951-25.6% | $4,740-22.3% |
| Participant deferral / active EE | $6,708 | $6,446+4.1% | $5,637+19.0% | $6,400+4.8% |
| Admin fee / account holder | $1,054 | $18,088-94.2% | $14,673-92.8% | $11,426-90.8% |