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 | $87,400 | $81,208+7.6% | $98,907-11.6% | $79,858+9.4% |
| Participation rate | 90.7% | 72.5%+18.2pp | 76.0%+14.7pp | 69.6%+21.1pp |
| Annual return | 16.73% | 60.99%-44.3pp | 196.43%-179.7pp | 31.71%-15.0pp |
| Employer contribution / active EE | $1,864 | $1,960-4.9% | $2,689-30.7% | $2,471-24.5% |
| Participant deferral / active EE | $5,801 | $3,265+77.7% | $4,244+36.7% | $3,740+55.1% |
| Admin fee / account holder | $6,379 | $6,013+6.1% | $6,642-4.0% | $5,306+20.2% |