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 | $96,223 | $93,571+2.8% | $135,903-29.2% | $75,163+28.0% |
| Participation rate | 96.6% | 75.2%+21.4pp | 81.9%+14.7pp | 67.2%+29.4pp |
| Annual return | 17.98% | 30.90%-12.9pp | 68.23%-50.2pp | 160.62%-142.6pp |
| Employer contribution / active EE | $1,178 | $3,537-66.7% | $4,856-75.7% | $2,670-55.9% |
| Participant deferral / active EE | $6,732 | $6,404+5.1% | $7,758-13.2% | $4,125+63.2% |
| Admin fee / account holder | $6,330 | $6,975-9.3% | $10,762-41.2% | $5,651+12.0% |