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 7-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 | $7,010 | $82,286-91.5% | $68,791-89.8% | $134,475-94.8% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.0%+6.0pp | 81.2%-6.2pp |
| Annual return | -18.55% | -2.19%-16.4pp | -6.38%-12.2pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,203 | $3,301-63.6% | $2,655-54.7% | $4,740-74.6% |
| Participant deferral / active EE | $2,241 | $4,739-52.7% | $3,941-43.1% | $6,400-65.0% |
| Admin fee / account holder | $3,828 | $6,481-40.9% | $4,932-22.4% | $11,426-66.5% |