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 | $66,624 | $43,327+53.8% | $59,878+11.3% | $64,186+3.8% |
| Participation rate | 95.5% | 69.2%+26.3pp | 74.7%+20.8pp | 69.6%+25.9pp |
| Annual return | -5.03% | -1.55%-3.5pp | 3.46%-8.5pp | 7.63%-12.7pp |
| Employer contribution / active EE | $3,271 | $2,028+61.2% | $2,722+20.2% | $2,381+37.4% |
| Participant deferral / active EE | $0 | $2,546-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,876 | $3,005-37.6% | $3,590-47.8% | $4,888-61.6% |