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 | $105,503 | $99,341+6.2% | $84,750+24.5% | $273,961-61.5% |
| Participation rate | 82.4% | 80.7%+1.7pp | 76.6%+5.8pp | 83.0%-0.7pp |
| Annual return | 8.35% | 22.93%-14.6pp | 22.78%-14.4pp | 41.45%-33.1pp |
| Employer contribution / active EE | $3,943 | $4,214-6.4% | $3,574+10.3% | $4,869-19.0% |
| Participant deferral / active EE | $6,814 | $4,269+59.6% | $3,712+83.6% | $5,287+28.9% |
| Admin fee / account holder | $6,474 | $6,644-2.6% | $5,332+21.4% | $10,132-36.1% |