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 | $35,180 | $72,388-51.4% | $111,392-68.4% | $64,186-45.2% |
| Participation rate | 71.9% | 70.5%+1.4pp | 78.9%-7.0pp | 69.6%+2.3pp |
| Annual return | -7.47% | -1.50%-6.0pp | -2.06%-5.4pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,948 | $3,000-35.1% | $4,328-55.0% | $2,381-18.2% |
| Participant deferral / active EE | $2,129 | $4,241-49.8% | $5,567-61.8% | $3,470-38.6% |
| Admin fee / account holder | $2,665 | $5,719-53.4% | $12,266-78.3% | $4,888-45.5% |