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 10-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 | $80,216 | $81,208-1.2% | $98,907-18.9% | $79,858+0.4% |
| Participation rate | 80.0% | 72.5%+7.5pp | 76.0%+4.0pp | 69.6%+10.4pp |
| Annual return | 12.96% | 60.99%-48.0pp | 196.43%-183.5pp | 31.71%-18.8pp |
| Employer contribution / active EE | $1,937 | $1,960-1.2% | $2,689-28.0% | $2,471-21.6% |
| Participant deferral / active EE | $2,949 | $3,265-9.7% | $4,244-30.5% | $3,740-21.2% |
| Admin fee / account holder | $752 | $6,013-87.5% | $6,642-88.7% | $5,306-85.8% |