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 | $89,201 | $110,094-19.0% | $151,611-41.2% | $68,494+30.2% |
| Participation rate | 84.6% | 84.0%+0.7pp | 87.5%-2.9pp | 67.9%+16.7pp |
| Annual return | -7.44% | -10.12%+2.7pp | 3.33%-10.8pp | -7.84%+0.4pp |
| Employer contribution / active EE | $3,646 | $4,471-18.4% | $6,166-40.9% | $2,596+40.4% |
| Participant deferral / active EE | $6,182 | $6,527-5.3% | $8,363-26.1% | $4,027+53.5% |
| Admin fee / account holder | $5,877 | $7,719-23.9% | $11,616-49.4% | $5,403+8.8% |