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 | $73,362 | $167,307-56.2% | $143,757-49.0% | $134,475-45.4% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -12.21% | 0.46%-12.7pp | -0.04%-12.2pp | 417.96%-430.2pp |
| Employer contribution / active EE | $1,305 | $5,619-76.8% | $4,951-73.6% | $4,740-72.5% |
| Participant deferral / active EE | $3,649 | $6,446-43.4% | $5,637-35.3% | $6,400-43.0% |
| Admin fee / account holder | $336,078 | $18,088+1758.0% | $14,673+2190.5% | $11,426+2841.4% |