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 | $83,733 | $91,552-8.5% | $133,956-37.5% | $79,858+4.9% |
| Participation rate | 72.4% | 73.3%-0.9pp | 79.8%-7.4pp | 69.6%+2.8pp |
| Annual return | 20.38% | 61.85%-41.5pp | 45.09%-24.7pp | 31.71%-11.3pp |
| Employer contribution / active EE | $2,560 | $2,384+7.4% | $3,919-34.7% | $2,471+3.6% |
| Participant deferral / active EE | $5,567 | $3,733+49.1% | $5,048+10.3% | $3,740+48.8% |
| Admin fee / account holder | $4,446 | $6,321-29.7% | $8,927-50.2% | $5,306-16.2% |