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 | $96,232 | $86,929+10.7% | $102,423-6.0% | $80,856+19.0% |
| Participation rate | 98.4% | 72.4%+26.1pp | 76.5%+21.9pp | 67.6%+30.8pp |
| Annual return | 14.72% | 18.88%-4.2pp | 29.32%-14.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $3,666 | $2,369+54.7% | $3,023+21.3% | $2,755+33.1% |
| Participant deferral / active EE | $8,127 | $4,118+97.3% | $5,053+60.8% | $4,296+89.2% |
| Admin fee / account holder | $6,548 | $8,049-18.6% | $9,451-30.7% | $6,918-5.3% |