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 | $90,821 | $108,825-16.5% | $156,181-41.8% | $82,448+10.2% |
| Participation rate | 87.3% | 72.4%+15.0pp | 78.8%+8.5pp | 68.1%+19.3pp |
| Annual return | 13.82% | 20.59%-6.8pp | 64.87%-51.1pp | 41.64%-27.8pp |
| Employer contribution / active EE | $1,484 | $2,870-48.3% | $4,294-65.4% | $2,551-41.8% |
| Participant deferral / active EE | $5,180 | $4,577+13.2% | $6,132-15.5% | $4,139+25.1% |
| Admin fee / account holder | $9,842 | $9,341+5.4% | $14,586-32.5% | $7,234+36.1% |