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 | $34,927 | $62,586-44.2% | $76,768-54.5% | $64,186-45.6% |
| Participation rate | 76.0% | 72.8%+3.2pp | 77.0%-1.0pp | 69.6%+6.4pp |
| Annual return | -6.53% | -1.95%-4.6pp | 2.43%-9.0pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,895 | $1,832+3.5% | $2,485-23.7% | $2,381-20.4% |
| Participant deferral / active EE | $3,769 | $3,145+19.8% | $3,852-2.1% | $3,470+8.6% |
| Admin fee / account holder | $4,126 | $4,667-11.6% | $6,675-38.2% | $4,888-15.6% |