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 8-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 | $65,078 | $110,094-40.9% | $151,611-57.1% | $68,494-5.0% |
| Participation rate | 76.7% | 84.0%-7.2pp | 87.5%-10.8pp | 67.9%+8.9pp |
| Annual return | -9.32% | -10.12%+0.8pp | 3.33%-12.7pp | -7.84%-1.5pp |
| Employer contribution / active EE | $2,029 | $4,471-54.6% | $6,166-67.1% | $2,596-21.9% |
| Participant deferral / active EE | $5,950 | $6,527-8.8% | $8,363-28.9% | $4,027+47.8% |
| Admin fee / account holder | $2,475 | $7,719-67.9% | $11,616-78.7% | $5,403-54.2% |