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 7-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 | $63,652 | $61,660+3.2% | $80,019-20.5% | $64,186-0.8% |
| Participation rate | 73.3% | 71.7%+1.6pp | 75.8%-2.5pp | 69.6%+3.8pp |
| Annual return | -5.99% | -0.33%-5.7pp | 11.22%-17.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $987 | $1,810-45.5% | $2,468-60.0% | $2,381-58.5% |
| Participant deferral / active EE | $1,618 | $2,968-45.5% | $3,686-56.1% | $3,470-53.4% |
| Admin fee / account holder | $3,430 | $5,417-36.7% | $6,521-47.4% | $4,888-29.8% |