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 | $96,051 | $95,803+0.3% | $113,168-15.1% | $84,808+13.3% |
| Participation rate | 84.6% | 72.9%+11.8pp | 76.6%+8.1pp | 68.3%+16.3pp |
| Annual return | 20.28% | 25.00%-4.7pp | 24.27%-4.0pp | 40.90%-20.6pp |
| Employer contribution / active EE | $2,385 | $2,360+1.1% | $2,975-19.8% | $2,631-9.3% |
| Participant deferral / active EE | $5,750 | $4,242+35.5% | $5,107+12.6% | $4,212+36.5% |
| Admin fee / account holder | $7,303 | $8,989-18.8% | $12,068-39.5% | $7,344-0.6% |