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 | $68,027 | $61,660+10.3% | $80,019-15.0% | $64,186+6.0% |
| Participation rate | 80.3% | 71.7%+8.6pp | 75.8%+4.5pp | 69.6%+10.8pp |
| Annual return | -3.32% | -0.33%-3.0pp | 11.22%-14.5pp | 7.63%-11.0pp |
| Employer contribution / active EE | $1,254 | $1,810-30.7% | $2,468-49.2% | $2,381-47.3% |
| Participant deferral / active EE | $3,093 | $2,968+4.2% | $3,686-16.1% | $3,470-10.8% |
| Admin fee / account holder | $7,523 | $5,417+38.9% | $6,521+15.4% | $4,888+53.9% |