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 8-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 | $102,605 | $50,958+101.4% | $74,550+37.6% | $64,186+59.9% |
| Participation rate | 73.1% | 61.1%+12.0pp | 69.1%+3.9pp | 69.6%+3.5pp |
| Annual return | -6.57% | -1.86%-4.7pp | 32.53%-39.1pp | 7.63%-14.2pp |
| Employer contribution / active EE | $406 | $1,115-63.6% | $1,961-79.3% | $2,381-83.0% |
| Participant deferral / active EE | $2,218 | $2,301-3.6% | $3,108-28.6% | $3,470-36.1% |
| Admin fee / account holder | $3,072 | $4,223-27.3% | $5,060-39.3% | $4,888-37.2% |