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 | $21,880 | $142,344-84.6% | $119,609-81.7% | $134,475-83.7% |
| Participation rate | 77.8% | 82.8%-5.0pp | 79.3%-1.5pp | 81.2%-3.4pp |
| Annual return | -8.94% | -12.44%+3.5pp | -14.97%+6.0pp | 417.96%-426.9pp |
| Employer contribution / active EE | $2,528 | $5,222-51.6% | $4,232-40.3% | $4,740-46.7% |
| Participant deferral / active EE | $3,102 | $6,469-52.0% | $5,602-44.6% | $6,400-51.5% |
| Admin fee / account holder | $313 | $13,584-97.7% | $10,323-97.0% | $11,426-97.3% |