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 | $97,261 | $89,753+8.4% | $107,525-9.5% | $84,808+14.7% |
| Participation rate | 83.7% | 68.1%+15.7pp | 75.1%+8.6pp | 68.3%+15.4pp |
| Annual return | 15.46% | 29.48%-14.0pp | 181.32%-165.9pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,431 | $3,113-54.0% | $3,754-61.9% | $2,631-45.6% |
| Participant deferral / active EE | $4,990 | $4,056+23.0% | $5,116-2.5% | $4,212+18.5% |
| Admin fee / account holder | $9,335 | $7,222+29.3% | $8,919+4.7% | $7,344+27.1% |