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 | $92,557 | $81,460+13.6% | $103,333-10.4% | $80,856+14.5% |
| Participation rate | 78.0% | 66.8%+11.2pp | 74.5%+3.5pp | 67.6%+10.4pp |
| Annual return | 16.88% | 25.55%-8.7pp | 24.88%-8.0pp | 35.59%-18.7pp |
| Employer contribution / active EE | $2,384 | $3,105-23.2% | $3,868-38.4% | $2,755-13.4% |
| Participant deferral / active EE | $5,013 | $3,869+29.6% | $5,057-0.9% | $4,296+16.7% |
| Admin fee / account holder | $2,769 | $6,566-57.8% | $8,355-66.9% | $6,918-60.0% |