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 | $66,686 | $43,327+53.9% | $59,878+11.4% | $64,186+3.9% |
| Participation rate | 76.7% | 69.2%+7.6pp | 74.7%+2.0pp | 69.6%+7.2pp |
| Annual return | -3.06% | -1.55%-1.5pp | 3.46%-6.5pp | 7.63%-10.7pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,806 | $2,546+10.2% | $3,402-17.5% | $3,470-19.1% |
| Admin fee / account holder | $5,704 | $3,005+89.8% | $3,590+58.9% | $4,888+16.7% |