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 | $61,970 | $76,401-18.9% | $106,387-41.8% | $64,186-3.5% |
| Participation rate | 77.3% | 73.5%+3.7pp | 77.5%-0.2pp | 69.6%+7.7pp |
| Annual return | -6.04% | -2.19%-3.8pp | 0.25%-6.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,196 | $2,680-18.1% | $3,520-37.6% | $2,381-7.7% |
| Participant deferral / active EE | $6,539 | $4,274+53.0% | $5,421+20.6% | $3,470+88.5% |
| Admin fee / account holder | $3,707 | $4,610-19.6% | $7,510-50.6% | $4,888-24.2% |