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 | $68,925 | $73,004-5.6% | $90,749-24.0% | $68,494+0.6% |
| Participation rate | 73.1% | 70.8%+2.2pp | 75.7%-2.6pp | 67.9%+5.2pp |
| Annual return | -8.92% | -13.81%+4.9pp | -12.16%+3.2pp | -7.84%-1.1pp |
| Employer contribution / active EE | $824 | $2,193-62.4% | $2,921-71.8% | $2,596-68.2% |
| Participant deferral / active EE | $3,190 | $3,627-12.0% | $4,564-30.1% | $4,027-20.8% |
| Admin fee / account holder | $926 | $5,896-84.3% | $8,445-89.0% | $5,403-82.9% |