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 | $87,822 | $67,894+29.4% | $89,340-1.7% | $82,448+6.5% |
| Participation rate | 80.6% | 64.0%+16.6pp | 69.6%+11.1pp | 68.1%+12.6pp |
| Annual return | 19.42% | 19.21%+0.2pp | 20.57%-1.2pp | 41.64%-22.2pp |
| Employer contribution / active EE | $3,453 | $1,828+88.9% | $2,231+54.7% | $2,551+35.3% |
| Participant deferral / active EE | $7,591 | $3,072+147.1% | $3,823+98.6% | $4,139+83.4% |
| Admin fee / account holder | $3,603 | $5,723-37.0% | $6,704-46.3% | $7,234-50.2% |