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 | $100,801 | $101,724-0.9% | $164,813-38.8% | $80,856+24.7% |
| Participation rate | 82.6% | 71.8%+10.8pp | 78.6%+4.0pp | 67.6%+15.0pp |
| Annual return | 13.41% | 16.72%-3.3pp | 69.93%-56.5pp | 35.59%-22.2pp |
| Employer contribution / active EE | $2,523 | $2,953-14.6% | $4,341-41.9% | $2,755-8.4% |
| Participant deferral / active EE | $4,915 | $4,477+9.8% | $6,031-18.5% | $4,296+14.4% |
| Admin fee / account holder | $3,541 | $8,227-57.0% | $12,690-72.1% | $6,918-48.8% |