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 | $42,281 | $181,894-76.8% | $156,549-73.0% | $273,961-84.6% |
| Participation rate | 90.0% | 88.4%+1.6pp | 84.0%+6.0pp | 83.0%+7.0pp |
| Annual return | 5.30% | 30.74%-25.4pp | 32.23%-26.9pp | 41.45%-36.2pp |
| Employer contribution / active EE | $2,774 | $6,248-55.6% | $5,501-49.6% | $4,869-43.0% |
| Participant deferral / active EE | $2,292 | $5,550-58.7% | $4,871-53.0% | $5,287-56.7% |
| Admin fee / account holder | $482 | $15,559-96.9% | $13,027-96.3% | $10,132-95.2% |