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 | $40,625 | $167,307-75.7% | $143,757-71.7% | $134,475-69.8% |
| Participation rate | 72.7% | 84.8%-12.1pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -16.87% | 0.46%-17.3pp | -0.04%-16.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,550 | $5,619-72.4% | $4,951-68.7% | $4,740-67.3% |
| Participant deferral / active EE | $4,959 | $6,446-23.1% | $5,637-12.0% | $6,400-22.5% |
| Admin fee / account holder | $320 | $18,088-98.2% | $14,673-97.8% | $11,426-97.2% |