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 9-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 | $68,202 | $81,248-16.1% | $155,509-56.1% | $80,856-15.7% |
| Participation rate | 77.1% | 66.2%+10.9pp | 78.2%-1.1pp | 67.6%+9.4pp |
| Annual return | 11.98% | 33.31%-21.3pp | 64.67%-52.7pp | 35.59%-23.6pp |
| Employer contribution / active EE | $3,397 | $3,100+9.6% | $4,672-27.3% | $2,755+23.3% |
| Participant deferral / active EE | $3,625 | $3,452+5.0% | $5,626-35.6% | $4,296-15.6% |
| Admin fee / account holder | $1,884 | $7,997-76.4% | $15,912-88.2% | $6,918-72.8% |