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 | $76,887 | $72,404+6.2% | $110,238-30.3% | $64,186+19.8% |
| Participation rate | 81.0% | 73.3%+7.7pp | 79.8%+1.2pp | 69.6%+11.5pp |
| Annual return | -5.04% | -6.29%+1.2pp | 314.74%-319.8pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,005 | $2,282-12.1% | $3,826-47.6% | $2,381-15.8% |
| Participant deferral / active EE | $7,504 | $3,469+116.3% | $4,672+60.6% | $3,470+116.3% |
| Admin fee / account holder | $7,985 | $5,664+41.0% | $8,547-6.6% | $4,888+63.4% |