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 | $52,221 | $61,660-15.3% | $80,019-34.7% | $64,186-18.6% |
| Participation rate | 86.2% | 71.7%+14.5pp | 75.8%+10.4pp | 69.6%+16.6pp |
| Annual return | -3.44% | -0.33%-3.1pp | 11.22%-14.7pp | 7.63%-11.1pp |
| Employer contribution / active EE | $689 | $1,810-61.9% | $2,468-72.1% | $2,381-71.0% |
| Participant deferral / active EE | $1,804 | $2,968-39.2% | $3,686-51.1% | $3,470-48.0% |
| Admin fee / account holder | $4,156 | $5,417-23.3% | $6,521-36.3% | $4,888-15.0% |