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 9-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 | $21,196 | $84,695-75.0% | $73,843-71.3% | $125,391-83.1% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.4%+6.6pp | 83.2%-3.2pp |
| Annual return | -0.48% | 3123.53%-3124.0pp | 2267.84%-2268.3pp | 282.22%-282.7pp |
| Employer contribution / active EE | $1,946 | $3,123-37.7% | $2,787-30.2% | $4,866-60.0% |
| Participant deferral / active EE | $3,504 | $3,992-12.2% | $3,583-2.2% | $5,352-34.5% |
| Admin fee / account holder | $2,986 | $5,691-47.5% | $4,880-38.8% | $9,540-68.7% |