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 | $82,731 | $89,753-7.8% | $107,525-23.1% | $84,808-2.4% |
| Participation rate | 83.3% | 68.1%+15.3pp | 75.1%+8.3pp | 68.3%+15.0pp |
| Annual return | 15.94% | 29.48%-13.5pp | 181.32%-165.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,770 | $3,113-43.2% | $3,754-52.9% | $2,631-32.7% |
| Participant deferral / active EE | $5,221 | $4,056+28.7% | $5,116+2.1% | $4,212+24.0% |
| Admin fee / account holder | $4,257 | $7,222-41.1% | $8,919-52.3% | $7,344-42.0% |