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 | $68,259 | $167,307-59.2% | $143,757-52.5% | $134,475-49.2% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -19.39% | 0.46%-19.9pp | -0.04%-19.4pp | 417.96%-437.4pp |
| Employer contribution / active EE | $3,811 | $5,619-32.2% | $4,951-23.0% | $4,740-19.6% |
| Participant deferral / active EE | $6,831 | $6,446+6.0% | $5,637+21.2% | $6,400+6.7% |
| Admin fee / account holder | $1,084 | $18,088-94.0% | $14,673-92.6% | $11,426-90.5% |