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 | $85,324 | $91,190-6.4% | $178,490-52.2% | $79,858+6.8% |
| Participation rate | 83.9% | 69.2%+14.7pp | 81.9%+2.0pp | 69.6%+14.3pp |
| Annual return | 15.09% | 24.19%-9.1pp | 151.07%-136.0pp | 31.71%-16.6pp |
| Employer contribution / active EE | $2,361 | $3,256-27.5% | $5,011-52.9% | $2,471-4.4% |
| Participant deferral / active EE | $6,127 | $3,236+89.3% | $5,202+17.8% | $3,740+63.8% |
| Admin fee / account holder | $3,194 | $6,751-52.7% | $13,984-77.2% | $5,306-39.8% |