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 9-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 | $25,694 | $62,586-58.9% | $76,768-66.5% | $64,186-60.0% |
| Participation rate | 81.7% | 72.8%+8.9pp | 77.0%+4.8pp | 69.6%+12.2pp |
| Annual return | -5.12% | -1.95%-3.2pp | 2.43%-7.5pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,038 | $1,832+11.2% | $2,485-18.0% | $2,381-14.4% |
| Participant deferral / active EE | $3,730 | $3,145+18.6% | $3,852-3.2% | $3,470+7.5% |
| Admin fee / account holder | $1,016 | $4,667-78.2% | $6,675-84.8% | $4,888-79.2% |