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 5-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 | $51,752 | $142,344-63.6% | $119,609-56.7% | $134,475-61.5% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -17.20% | -12.44%-4.8pp | -14.97%-2.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,013 | $5,222-61.4% | $4,232-52.4% | $4,740-57.5% |
| Participant deferral / active EE | $3,599 | $6,469-44.4% | $5,602-35.8% | $6,400-43.8% |
| Admin fee / account holder | $3,232 | $13,584-76.2% | $10,323-68.7% | $11,426-71.7% |