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 | $89,103 | $106,749-16.5% | $145,433-38.7% | $82,448+8.1% |
| Participation rate | 96.9% | 75.6%+21.2pp | 82.1%+14.8pp | 68.1%+28.8pp |
| Annual return | 18.77% | 27.59%-8.8pp | 66.58%-47.8pp | 41.64%-22.9pp |
| Employer contribution / active EE | $2,555 | $3,444-25.8% | $4,554-43.9% | $2,551+0.1% |
| Participant deferral / active EE | $4,298 | $6,519-34.1% | $7,897-45.6% | $4,139+3.8% |
| Admin fee / account holder | $434 | $8,390-94.8% | $13,129-96.7% | $7,234-94.0% |