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 | $59,421 | $61,660-3.6% | $80,019-25.7% | $64,186-7.4% |
| Participation rate | 74.1% | 71.7%+2.4pp | 75.8%-1.8pp | 69.6%+4.5pp |
| Annual return | -6.58% | -0.33%-6.3pp | 11.22%-17.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,209 | $1,810+22.0% | $2,468-10.5% | $2,381-7.2% |
| Participant deferral / active EE | $3,842 | $2,968+29.5% | $3,686+4.2% | $3,470+10.7% |
| Admin fee / account holder | $9,268 | $5,417+71.1% | $6,521+42.1% | $4,888+89.6% |