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 | $67,305 | $50,958+32.1% | $74,550-9.7% | $64,186+4.9% |
| Participation rate | 71.2% | 61.1%+10.1pp | 69.1%+2.0pp | 69.6%+1.6pp |
| Annual return | -7.48% | -1.86%-5.6pp | 32.53%-40.0pp | 7.63%-15.1pp |
| Employer contribution / active EE | $648 | $1,115-41.9% | $1,961-66.9% | $2,381-72.8% |
| Participant deferral / active EE | $3,216 | $2,301+39.7% | $3,108+3.5% | $3,470-7.3% |
| Admin fee / account holder | $1,522 | $4,223-63.9% | $5,060-69.9% | $4,888-68.9% |