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 | $80,402 | $81,208-1.0% | $98,907-18.7% | $79,858+0.7% |
| Participation rate | 90.6% | 72.5%+18.1pp | 76.0%+14.6pp | 69.6%+21.0pp |
| Annual return | 15.54% | 60.99%-45.5pp | 196.43%-180.9pp | 31.71%-16.2pp |
| Employer contribution / active EE | $1,484 | $1,960-24.3% | $2,689-44.8% | $2,471-39.9% |
| Participant deferral / active EE | $4,083 | $3,265+25.0% | $4,244-3.8% | $3,740+9.2% |
| Admin fee / account holder | $6,309 | $6,013+4.9% | $6,642-5.0% | $5,306+18.9% |