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 6-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 | $87,591 | $86,922+0.8% | $102,438-14.5% | $80,874+8.3% |
| Participation rate | 77.1% | 72.4%+4.7pp | 76.5%+0.6pp | 67.6%+9.5pp |
| Annual return | 15.46% | 18.90%-3.4pp | 29.37%-13.9pp | 35.62%-20.2pp |
| Employer contribution / active EE | $2,205 | $2,369-7.0% | $3,024-27.1% | $2,756-20.0% |
| Participant deferral / active EE | $4,252 | $4,119+3.2% | $5,054-15.9% | $4,297-1.0% |
| Admin fee / account holder | $2,662 | $8,050-66.9% | $9,448-71.8% | $6,935-61.6% |