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 | $86,552 | $89,753-3.6% | $107,525-19.5% | $84,808+2.1% |
| Participation rate | 78.8% | 68.1%+10.7pp | 75.1%+3.7pp | 68.3%+10.5pp |
| Annual return | 17.49% | 29.48%-12.0pp | 181.32%-163.8pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,703 | $3,113-45.3% | $3,754-54.6% | $2,631-35.3% |
| Participant deferral / active EE | $3,957 | $4,056-2.4% | $5,116-22.6% | $4,212-6.0% |
| Admin fee / account holder | $423 | $7,222-94.1% | $8,919-95.3% | $7,344-94.2% |