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 | $22,093 | $82,286-73.2% | $68,791-67.9% | $134,475-83.6% |
| Participation rate | 72.7% | 75.1%-2.3pp | 69.0%+3.7pp | 81.2%-8.5pp |
| Annual return | -15.46% | -2.19%-13.3pp | -6.38%-9.1pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,580 | $3,301-52.1% | $2,655-40.5% | $4,740-66.7% |
| Participant deferral / active EE | $2,881 | $4,739-39.2% | $3,941-26.9% | $6,400-55.0% |
| Admin fee / account holder | $2,340 | $6,481-63.9% | $4,932-52.5% | $11,426-79.5% |