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 | $23,632 | $95,862-75.3% | $79,550-70.3% | $134,475-82.4% |
| Participation rate | 72.7% | 75.0%-2.3pp | 69.5%+3.2pp | 81.2%-8.5pp |
| Annual return | -17.47% | -2.69%-14.8pp | 0.16%-17.6pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,802 | $3,128-42.4% | $2,413-25.3% | $4,740-62.0% |
| Participant deferral / active EE | $2,362 | $4,693-49.7% | $3,985-40.7% | $6,400-63.1% |
| Admin fee / account holder | $2,178 | $9,126-76.1% | $6,832-68.1% | $11,426-80.9% |