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 | $185,474 | $181,894+2.0% | $156,549+18.5% | $273,961-32.3% |
| Participation rate | 90.0% | 88.4%+1.6pp | 84.0%+6.0pp | 83.0%+7.0pp |
| Annual return | 4.64% | 30.74%-26.1pp | 32.23%-27.6pp | 41.45%-36.8pp |
| Employer contribution / active EE | $2,924 | $6,248-53.2% | $5,501-46.8% | $4,869-39.9% |
| Participant deferral / active EE | $7,127 | $5,550+28.4% | $4,871+46.3% | $5,287+34.8% |
| Admin fee / account holder | $2,300 | $15,559-85.2% | $13,027-82.3% | $10,132-77.3% |