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 | $60,463 | $62,586-3.4% | $76,768-21.2% | $64,186-5.8% |
| Participation rate | 82.1% | 72.8%+9.2pp | 77.0%+5.1pp | 69.6%+12.5pp |
| Annual return | -4.75% | -1.95%-2.8pp | 2.43%-7.2pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,445 | $1,832-21.1% | $2,485-41.9% | $2,381-39.3% |
| Participant deferral / active EE | $2,251 | $3,145-28.4% | $3,852-41.6% | $3,470-35.1% |
| Admin fee / account holder | $4,372 | $4,667-6.3% | $6,675-34.5% | $4,888-10.6% |