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 | $26,678 | $167,307-84.1% | $143,757-81.4% | $134,475-80.2% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -19.79% | 0.46%-20.3pp | -0.04%-19.8pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,302 | $5,619-76.8% | $4,951-73.7% | $4,740-72.5% |
| Participant deferral / active EE | $7,259 | $6,446+12.6% | $5,637+28.8% | $6,400+13.4% |
| Admin fee / account holder | $429 | $18,088-97.6% | $14,673-97.1% | $11,426-96.2% |