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 8-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 | $13,430 | $90,519-85.2% | $93,789-85.7% | $134,475-90.0% |
| Participation rate | 94.1% | 82.0%+12.2pp | 81.0%+13.2pp | 81.2%+12.9pp |
| Annual return | -2.55% | -15.72%+13.2pp | -11.33%+8.8pp | 417.96%-420.5pp |
| Employer contribution / active EE | $1,836 | $4,343-57.7% | $4,323-57.5% | $4,740-61.3% |
| Participant deferral / active EE | $3,659 | $5,978-38.8% | $6,094-40.0% | $6,400-42.8% |
| Admin fee / account holder | $560 | $9,252-93.9% | $7,195-92.2% | $11,426-95.1% |