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 | $38,163 | $142,344-73.2% | $119,609-68.1% | $134,475-71.6% |
| Participation rate | 81.8% | 82.8%-1.0pp | 79.3%+2.6pp | 81.2%+0.6pp |
| Annual return | -1.14% | -12.44%+11.3pp | -14.97%+13.8pp | 417.96%-419.1pp |
| Employer contribution / active EE | $3,313 | $5,222-36.6% | $4,232-21.7% | $4,740-30.1% |
| Participant deferral / active EE | $11,064 | $6,469+71.0% | $5,602+97.5% | $6,400+72.9% |
| Admin fee / account holder | $10,342 | $13,584-23.9% | $10,323+0.2% | $11,426-9.5% |