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 5-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 | $89,550 | $95,803-6.5% | $113,168-20.9% | $84,808+5.6% |
| Participation rate | 89.2% | 72.9%+16.3pp | 76.6%+12.6pp | 68.3%+20.9pp |
| Annual return | 16.79% | 25.00%-8.2pp | 24.27%-7.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,048 | $2,360-13.2% | $2,975-31.2% | $2,631-22.2% |
| Participant deferral / active EE | $7,432 | $4,242+75.2% | $5,107+45.5% | $4,212+76.5% |
| Admin fee / account holder | $7,161 | $8,989-20.3% | $12,068-40.7% | $7,344-2.5% |