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 | $91,054 | $95,803-5.0% | $113,168-19.5% | $84,808+7.4% |
| Participation rate | 88.1% | 72.9%+15.2pp | 76.6%+11.5pp | 68.3%+19.7pp |
| Annual return | 20.50% | 25.00%-4.5pp | 24.27%-3.8pp | 40.90%-20.4pp |
| Employer contribution / active EE | $2,299 | $2,360-2.6% | $2,975-22.7% | $2,631-12.6% |
| Participant deferral / active EE | $8,223 | $4,242+93.8% | $5,107+61.0% | $4,212+95.2% |
| Admin fee / account holder | $6,512 | $8,989-27.6% | $12,068-46.0% | $7,344-11.3% |