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 | $78,789 | $76,367+3.2% | $93,606-15.8% | $72,985+8.0% |
| Participation rate | 88.2% | 71.7%+16.5pp | 75.8%+12.4pp | 69.5%+18.7pp |
| Annual return | 23.58% | 25.82%-2.2pp | 32.76%-9.2pp | 81.00%-57.4pp |
| Employer contribution / active EE | $2,567 | $2,275+12.8% | $2,718-5.6% | $2,440+5.2% |
| Participant deferral / active EE | $5,116 | $3,538+44.6% | $4,069+25.7% | $3,607+41.8% |
| Admin fee / account holder | $1,291 | $6,838-81.1% | $7,888-83.6% | $5,124-74.8% |