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 10-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 | $26,508 | $95,862-72.3% | $79,550-66.7% | $134,475-80.3% |
| Participation rate | 72.2% | 75.0%-2.8pp | 69.5%+2.7pp | 81.2%-9.0pp |
| Annual return | -20.45% | -2.69%-17.8pp | 0.16%-20.6pp | 417.96%-438.4pp |
| Employer contribution / active EE | $1,074 | $3,128-65.7% | $2,413-55.5% | $4,740-77.3% |
| Participant deferral / active EE | $2,310 | $4,693-50.8% | $3,985-42.0% | $6,400-63.9% |
| Admin fee / account holder | $3,054 | $9,126-66.5% | $6,832-55.3% | $11,426-73.3% |