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 | $66,253 | $135,952-51.3% | $123,892-46.5% | $273,961-75.8% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 7.50% | 56.63%-49.1pp | 47.52%-40.0pp | 41.45%-33.9pp |
| Employer contribution / active EE | $2,699 | $5,170-47.8% | $4,617-41.5% | $4,869-44.6% |
| Participant deferral / active EE | $5,598 | $6,343-11.7% | $5,984-6.5% | $5,287+5.9% |
| Admin fee / account holder | $8,857 | $9,817-9.8% | $8,357+6.0% | $10,132-12.6% |