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 | $85,102 | $86,929-2.1% | $102,423-16.9% | $80,856+5.3% |
| Participation rate | 86.8% | 72.4%+14.5pp | 76.5%+10.4pp | 67.6%+19.2pp |
| Annual return | 11.84% | 18.88%-7.0pp | 29.32%-17.5pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,293 | $2,369-45.4% | $3,023-57.2% | $2,755-53.1% |
| Participant deferral / active EE | $5,293 | $4,118+28.5% | $5,053+4.8% | $4,296+23.2% |
| Admin fee / account holder | $2,981 | $8,049-63.0% | $9,451-68.5% | $6,918-56.9% |