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 | $87,057 | $89,753-3.0% | $107,525-19.0% | $84,808+2.7% |
| Participation rate | 92.2% | 68.1%+24.1pp | 75.1%+17.1pp | 68.3%+23.9pp |
| Annual return | 16.69% | 29.48%-12.8pp | 181.32%-164.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,095 | $3,113-32.7% | $3,754-44.2% | $2,631-20.4% |
| Participant deferral / active EE | $4,740 | $4,056+16.9% | $5,116-7.3% | $4,212+12.6% |
| Admin fee / account holder | $5,314 | $7,222-26.4% | $8,919-40.4% | $7,344-27.6% |