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 8-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 | $70,868 | $73,004-2.9% | $90,749-21.9% | $68,494+3.5% |
| Participation rate | 70.2% | 70.8%-0.7pp | 75.7%-5.5pp | 67.9%+2.3pp |
| Annual return | -13.81% | -13.81%0pp | -12.16%-1.7pp | -7.84%-6.0pp |
| Employer contribution / active EE | $2,000 | $2,193-8.8% | $2,921-31.5% | $2,596-23.0% |
| Participant deferral / active EE | $3,210 | $3,627-11.5% | $4,564-29.7% | $4,027-20.3% |
| Admin fee / account holder | $14,029 | $5,896+138.0% | $8,445+66.1% | $5,403+159.7% |