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 | $139,729 | $153,772-9.1% | $133,980+4.3% | $273,961-49.0% |
| Participation rate | 88.2% | 88.4%-0.1pp | 87.1%+1.2pp | 83.0%+5.2pp |
| Annual return | 8.37% | 36.51%-28.1pp | 29.30%-20.9pp | 41.45%-33.1pp |
| Employer contribution / active EE | $9,692 | $6,029+60.8% | $5,211+86.0% | $4,869+99.1% |
| Participant deferral / active EE | $13,513 | $6,958+94.2% | $6,282+115.1% | $5,287+155.6% |
| Admin fee / account holder | $2,240 | $11,765-81.0% | $9,324-76.0% | $10,132-77.9% |