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 | $87,584 | $86,286+1.5% | $111,297-21.3% | $85,850+2.0% |
| Participation rate | 91.0% | 73.3%+17.7pp | 77.3%+13.7pp | 69.3%+21.7pp |
| Annual return | 12.81% | 19.99%-7.2pp | 54.65%-41.8pp | 318.53%-305.7pp |
| Employer contribution / active EE | $1,958 | $2,043-4.2% | $2,731-28.3% | $2,565-23.7% |
| Participant deferral / active EE | $4,543 | $3,641+24.8% | $4,487+1.2% | $3,952+15.0% |
| Admin fee / account holder | $2,718 | $8,188-66.8% | $7,964-65.9% | $6,260-56.6% |