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 | $85,609 | $76,407+12.0% | $150,298-43.0% | $82,448+3.8% |
| Participation rate | 71.4% | 66.4%+5.0pp | 77.8%-6.3pp | 68.1%+3.4pp |
| Annual return | 19.30% | 39.99%-20.7pp | 62.79%-43.5pp | 41.64%-22.3pp |
| Employer contribution / active EE | $3,765 | $2,614+44.0% | $4,154-9.4% | $2,551+47.6% |
| Participant deferral / active EE | $2,919 | $3,214-9.2% | $5,453-46.5% | $4,139-29.5% |
| Admin fee / account holder | $778 | $6,352-87.7% | $14,116-94.5% | $7,234-89.2% |