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 6-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 | $89,546 | $86,929+3.0% | $102,423-12.6% | $80,856+10.7% |
| Participation rate | 80.0% | 72.4%+7.6pp | 76.5%+3.5pp | 67.6%+12.4pp |
| Annual return | 16.91% | 18.88%-2.0pp | 29.32%-12.4pp | 35.59%-18.7pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,506 | $4,118+33.7% | $5,053+9.0% | $4,296+28.2% |
| Admin fee / account holder | $1,147 | $8,049-85.8% | $9,451-87.9% | $6,918-83.4% |