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 8-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 | $89,063 | $76,367+16.6% | $93,606-4.9% | $72,985+22.0% |
| Participation rate | 80.7% | 71.7%+9.0pp | 75.8%+4.9pp | 69.5%+11.2pp |
| Annual return | 22.73% | 25.82%-3.1pp | 32.76%-10.0pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,370 | $2,275-39.8% | $2,718-49.6% | $2,440-43.9% |
| Participant deferral / active EE | $3,505 | $3,538-0.9% | $4,069-13.9% | $3,607-2.9% |
| Admin fee / account holder | $5,462 | $6,838-20.1% | $7,888-30.8% | $5,124+6.6% |