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 | $57,761 | $95,862-39.7% | $79,550-27.4% | $134,475-57.0% |
| Participation rate | 73.7% | 75.0%-1.4pp | 69.5%+4.2pp | 81.2%-7.5pp |
| Annual return | -14.38% | -2.69%-11.7pp | 0.16%-14.5pp | 417.96%-432.3pp |
| Employer contribution / active EE | $1,916 | $3,128-38.7% | $2,413-20.6% | $4,740-59.6% |
| Participant deferral / active EE | $3,962 | $4,693-15.6% | $3,985-0.6% | $6,400-38.1% |
| Admin fee / account holder | $2,263 | $9,126-75.2% | $6,832-66.9% | $11,426-80.2% |