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 | $90,454 | $86,929+4.1% | $102,423-11.7% | $80,856+11.9% |
| Participation rate | 84.5% | 72.4%+12.1pp | 76.5%+8.0pp | 67.6%+16.9pp |
| Annual return | 15.54% | 18.88%-3.3pp | 29.32%-13.8pp | 35.59%-20.1pp |
| Employer contribution / active EE | $1,425 | $2,369-39.9% | $3,023-52.9% | $2,755-48.3% |
| Participant deferral / active EE | $4,111 | $4,118-0.2% | $5,053-18.6% | $4,296-4.3% |
| Admin fee / account holder | $3,989 | $8,049-50.4% | $9,451-57.8% | $6,918-42.3% |