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 | $71,846 | $77,813-7.7% | $123,544-41.8% | $64,186+11.9% |
| Participation rate | 80.9% | 74.7%+6.2pp | 82.3%-1.4pp | 69.6%+11.3pp |
| Annual return | -5.10% | 12.48%-17.6pp | 119.20%-124.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $3,031 | $3,014+0.6% | $4,628-34.5% | $2,381+27.3% |
| Participant deferral / active EE | $6,565 | $5,240+25.3% | $6,426+2.2% | $3,470+89.2% |
| Admin fee / account holder | $9,792 | $5,519+77.4% | $9,284+5.5% | $4,888+100.3% |