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 | $100,921 | $76,912+31.2% | $129,110-21.8% | $68,494+47.3% |
| Participation rate | 71.4% | 69.1%+2.3pp | 77.3%-5.8pp | 67.9%+3.5pp |
| Annual return | -6.72% | -9.78%+3.1pp | -10.94%+4.2pp | -7.84%+1.1pp |
| Employer contribution / active EE | $2,345 | $3,243-27.7% | $5,052-53.6% | $2,596-9.7% |
| Participant deferral / active EE | $4,063 | $4,732-14.1% | $6,542-37.9% | $4,027+0.9% |
| Admin fee / account holder | $6,126 | $6,638-7.7% | $14,302-57.2% | $5,403+13.4% |