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 | $83,992 | $89,753-6.4% | $107,525-21.9% | $84,808-1.0% |
| Participation rate | 90.5% | 68.1%+22.5pp | 75.1%+15.5pp | 68.3%+22.2pp |
| Annual return | 18.82% | 29.48%-10.7pp | 181.32%-162.5pp | 40.90%-22.1pp |
| Employer contribution / active EE | $2,106 | $3,113-32.4% | $3,754-43.9% | $2,631-19.9% |
| Participant deferral / active EE | $6,307 | $4,056+55.5% | $5,116+23.3% | $4,212+49.8% |
| Admin fee / account holder | $5,654 | $7,222-21.7% | $8,919-36.6% | $7,344-23.0% |