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 10-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 | $88,340 | $86,922+1.6% | $102,438-13.8% | $80,874+9.2% |
| Participation rate | 76.0% | 72.4%+3.7pp | 76.5%-0.5pp | 67.6%+8.4pp |
| Annual return | 13.88% | 18.90%-5.0pp | 29.37%-15.5pp | 35.62%-21.7pp |
| Employer contribution / active EE | $2,386 | $2,369+0.7% | $3,024-21.1% | $2,756-13.4% |
| Participant deferral / active EE | $5,297 | $4,119+28.6% | $5,054+4.8% | $4,297+23.3% |
| Admin fee / account holder | $9,483 | $8,050+17.8% | $9,448+0.4% | $6,935+36.7% |