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 6-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 | $106,309 | $73,004+45.6% | $90,749+17.1% | $68,494+55.2% |
| Participation rate | 72.3% | 70.8%+1.5pp | 75.7%-3.4pp | 67.9%+4.5pp |
| Annual return | -13.08% | -13.81%+0.7pp | -12.16%-0.9pp | -7.84%-5.2pp |
| Employer contribution / active EE | $1,905 | $2,193-13.1% | $2,921-34.8% | $2,596-26.6% |
| Participant deferral / active EE | $4,621 | $3,627+27.4% | $4,564+1.3% | $4,027+14.7% |
| Admin fee / account holder | $3,732 | $5,896-36.7% | $8,445-55.8% | $5,403-30.9% |