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 | $74,917 | $95,862-21.8% | $79,550-5.8% | $134,475-44.3% |
| Participation rate | 71.4% | 75.0%-3.6pp | 69.5%+1.9pp | 81.2%-9.8pp |
| Annual return | -17.02% | -2.69%-14.3pp | 0.16%-17.2pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,237 | $3,128-28.5% | $2,413-7.3% | $4,740-52.8% |
| Participant deferral / active EE | $3,481 | $4,693-25.8% | $3,985-12.7% | $6,400-45.6% |
| Admin fee / account holder | $1,063 | $9,126-88.3% | $6,832-84.4% | $11,426-90.7% |