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 | $99,388 | $81,208+22.4% | $98,907+0.5% | $79,858+24.5% |
| Participation rate | 83.9% | 72.5%+11.4pp | 76.0%+7.8pp | 69.6%+14.2pp |
| Annual return | 11.98% | 60.99%-49.0pp | 196.43%-184.4pp | 31.71%-19.7pp |
| Employer contribution / active EE | $1,621 | $1,960-17.3% | $2,689-39.7% | $2,471-34.4% |
| Participant deferral / active EE | $4,191 | $3,265+28.4% | $4,244-1.2% | $3,740+12.1% |
| Admin fee / account holder | $2,418 | $6,013-59.8% | $6,642-63.6% | $5,306-54.4% |