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 5-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 | $88,193 | $86,929+1.5% | $102,423-13.9% | $80,856+9.1% |
| Participation rate | 85.7% | 72.4%+13.3pp | 76.5%+9.2pp | 67.6%+18.1pp |
| Annual return | 17.10% | 18.88%-1.8pp | 29.32%-12.2pp | 35.59%-18.5pp |
| Employer contribution / active EE | $1,780 | $2,369-24.9% | $3,023-41.1% | $2,755-35.4% |
| Participant deferral / active EE | $6,013 | $4,118+46.0% | $5,053+19.0% | $4,296+40.0% |
| Admin fee / account holder | $24,344 | $8,049+202.5% | $9,451+157.6% | $6,918+251.9% |