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 | $23,570 | $167,307-85.9% | $143,757-83.6% | $134,475-82.5% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -17.18% | 0.46%-17.6pp | -0.04%-17.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,880 | $5,619-66.5% | $4,951-62.0% | $4,740-60.3% |
| Participant deferral / active EE | $3,606 | $6,446-44.1% | $5,637-36.0% | $6,400-43.7% |
| Admin fee / account holder | $369 | $18,088-98.0% | $14,673-97.5% | $11,426-96.8% |