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 10-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 | $17,717 | $82,286-78.5% | $68,791-74.2% | $134,475-86.8% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.0%+6.0pp | 81.2%-6.2pp |
| Annual return | -15.61% | -2.19%-13.4pp | -6.38%-9.2pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,085 | $3,301-67.1% | $2,655-59.1% | $4,740-77.1% |
| Participant deferral / active EE | $1,450 | $4,739-69.4% | $3,941-63.2% | $6,400-77.3% |
| Admin fee / account holder | $2,960 | $6,481-54.3% | $4,932-40.0% | $11,426-74.1% |