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 | $85,254 | $86,286-1.2% | $111,297-23.4% | $85,850-0.7% |
| Participation rate | 85.3% | 73.3%+12.0pp | 77.3%+8.0pp | 69.3%+16.0pp |
| Annual return | 12.41% | 19.99%-7.6pp | 54.65%-42.2pp | 318.53%-306.1pp |
| Employer contribution / active EE | $1,310 | $2,043-35.9% | $2,731-52.0% | $2,565-48.9% |
| Participant deferral / active EE | $3,845 | $3,641+5.6% | $4,487-14.3% | $3,952-2.7% |
| Admin fee / account holder | $2,624 | $8,188-68.0% | $7,964-67.1% | $6,260-58.1% |