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 | $95,766 | $94,625+1.2% | $116,228-17.6% | $84,808+12.9% |
| Participation rate | 76.3% | 70.4%+5.8pp | 74.6%+1.7pp | 68.3%+8.0pp |
| Annual return | 16.57% | 20.40%-3.8pp | 90.06%-73.5pp | 40.90%-24.3pp |
| Employer contribution / active EE | $2,166 | $2,347-7.7% | $2,994-27.7% | $2,631-17.7% |
| Participant deferral / active EE | $4,599 | $3,972+15.8% | $4,953-7.2% | $4,212+9.2% |
| Admin fee / account holder | $6,920 | $10,091-31.4% | $11,989-42.3% | $7,344-5.8% |