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 | $69,996 | $95,862-27.0% | $79,550-12.0% | $134,475-47.9% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -14.52% | -2.69%-11.8pp | 0.16%-14.7pp | 417.96%-432.5pp |
| Employer contribution / active EE | $1,316 | $3,128-57.9% | $2,413-45.5% | $4,740-72.2% |
| Participant deferral / active EE | $1,894 | $4,693-59.6% | $3,985-52.5% | $6,400-70.4% |
| Admin fee / account holder | $3,427 | $9,126-62.4% | $6,832-49.8% | $11,426-70.0% |