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 | $83,301 | $80,673+3.3% | $101,326-17.8% | $84,808-1.8% |
| Participation rate | 82.1% | 77.8%+4.4pp | 81.5%+0.6pp | 68.3%+13.8pp |
| Annual return | 19.91% | 38.95%-19.0pp | 36.82%-16.9pp | 40.90%-21.0pp |
| Employer contribution / active EE | $3,250 | $2,698+20.5% | $3,665-11.3% | $2,631+23.5% |
| Participant deferral / active EE | $8,907 | $6,840+30.2% | $7,994+11.4% | $4,212+111.5% |
| Admin fee / account holder | $4,197 | $12,784-67.2% | $11,185-62.5% | $7,344-42.8% |