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 | $90,205 | $86,929+3.8% | $102,423-11.9% | $80,856+11.6% |
| Participation rate | 75.9% | 72.4%+3.5pp | 76.5%-0.6pp | 67.6%+8.2pp |
| Annual return | 13.69% | 18.88%-5.2pp | 29.32%-15.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,544 | $2,369+7.4% | $3,023-15.9% | $2,755-7.7% |
| Participant deferral / active EE | $6,051 | $4,118+46.9% | $5,053+19.7% | $4,296+40.8% |
| Admin fee / account holder | $7,108 | $8,049-11.7% | $9,451-24.8% | $6,918+2.7% |