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 | $93,632 | $81,208+15.3% | $98,907-5.3% | $79,858+17.2% |
| Participation rate | 80.6% | 72.5%+8.1pp | 76.0%+4.6pp | 69.6%+11.0pp |
| Annual return | 10.43% | 60.99%-50.6pp | 196.43%-186.0pp | 31.71%-21.3pp |
| Employer contribution / active EE | $1,760 | $1,960-10.2% | $2,689-34.5% | $2,471-28.8% |
| Participant deferral / active EE | $10,041 | $3,265+207.5% | $4,244+136.6% | $3,740+168.5% |
| Admin fee / account holder | $7,734 | $6,013+28.6% | $6,642+16.5% | $5,306+45.8% |