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 | $21,991 | $105,860-79.2% | $90,749-75.8% | $134,475-83.6% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -17.55% | -11.01%-6.5pp | -12.16%-5.4pp | 417.96%-435.5pp |
| Employer contribution / active EE | $956 | $3,462-72.4% | $2,921-67.3% | $4,740-79.8% |
| Participant deferral / active EE | $1,714 | $5,216-67.1% | $4,564-62.4% | $6,400-73.2% |
| Admin fee / account holder | $767 | $13,938-94.5% | $8,445-90.9% | $11,426-93.3% |