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 | $90,675 | $89,753+1.0% | $107,525-15.7% | $84,808+6.9% |
| Participation rate | 77.8% | 68.1%+9.7pp | 75.1%+2.7pp | 68.3%+9.5pp |
| Annual return | 14.94% | 29.48%-14.5pp | 181.32%-166.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,959 | $3,113-5.0% | $3,754-21.2% | $2,631+12.5% |
| Participant deferral / active EE | $5,197 | $4,056+28.1% | $5,116+1.6% | $4,212+23.4% |
| Admin fee / account holder | $3,104 | $7,222-57.0% | $8,919-65.2% | $7,344-57.7% |