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 | $87,977 | $89,753-2.0% | $107,525-18.2% | $84,808+3.7% |
| Participation rate | 89.9% | 68.1%+21.8pp | 75.1%+14.8pp | 68.3%+21.5pp |
| Annual return | 16.58% | 29.48%-12.9pp | 181.32%-164.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,887 | $3,113-39.4% | $3,754-49.7% | $2,631-28.3% |
| Participant deferral / active EE | $5,091 | $4,056+25.5% | $5,116-0.5% | $4,212+20.9% |
| Admin fee / account holder | $22,681 | $7,222+214.0% | $8,919+154.3% | $7,344+208.8% |