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 | $87,460 | $81,208+7.7% | $98,907-11.6% | $79,858+9.5% |
| Participation rate | 89.9% | 72.5%+17.4pp | 76.0%+13.8pp | 69.6%+20.2pp |
| Annual return | 14.70% | 60.99%-46.3pp | 196.43%-181.7pp | 31.71%-17.0pp |
| Employer contribution / active EE | $1,719 | $1,960-12.3% | $2,689-36.1% | $2,471-30.4% |
| Participant deferral / active EE | $4,020 | $3,265+23.1% | $4,244-5.3% | $3,740+7.5% |
| Admin fee / account holder | $6,998 | $6,013+16.4% | $6,642+5.4% | $5,306+31.9% |