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 | $28,803 | $62,586-54.0% | $76,768-62.5% | $64,186-55.1% |
| Participation rate | 72.5% | 72.8%-0.3pp | 77.0%-4.5pp | 69.6%+2.9pp |
| Annual return | -4.83% | -1.95%-2.9pp | 2.43%-7.3pp | 7.63%-12.5pp |
| Employer contribution / active EE | $620 | $1,832-66.2% | $2,485-75.1% | $2,381-74.0% |
| Participant deferral / active EE | $1,479 | $3,145-53.0% | $3,852-61.6% | $3,470-57.4% |
| Admin fee / account holder | $4,518 | $4,667-3.2% | $6,675-32.3% | $4,888-7.6% |