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 | $22,002 | $105,860-79.2% | $90,749-75.8% | $134,475-83.6% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.7%+7.6pp | 81.2%+2.1pp |
| Annual return | -18.70% | -11.01%-7.7pp | -12.16%-6.5pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,972 | $3,462-43.0% | $2,921-32.5% | $4,740-58.4% |
| Participant deferral / active EE | $3,716 | $5,216-28.8% | $4,564-18.6% | $6,400-41.9% |
| Admin fee / account holder | $1,842 | $13,938-86.8% | $8,445-78.2% | $11,426-83.9% |