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 | $18,636 | $167,307-88.9% | $143,757-87.0% | $134,475-86.1% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -16.10% | 0.46%-16.6pp | -0.04%-16.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,619 | $5,619-71.2% | $4,951-67.3% | $4,740-65.8% |
| Participant deferral / active EE | $6,615 | $6,446+2.6% | $5,637+17.3% | $6,400+3.4% |
| Admin fee / account holder | $13,688 | $18,088-24.3% | $14,673-6.7% | $11,426+19.8% |