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 | $90,645 | $108,825-16.7% | $156,181-42.0% | $82,448+9.9% |
| Participation rate | 83.6% | 72.4%+11.2pp | 78.8%+4.8pp | 68.1%+15.5pp |
| Annual return | 19.63% | 20.59%-1.0pp | 64.87%-45.2pp | 41.64%-22.0pp |
| Employer contribution / active EE | $6,634 | $2,870+131.2% | $4,294+54.5% | $2,551+160.0% |
| Participant deferral / active EE | $3,731 | $4,577-18.5% | $6,132-39.2% | $4,139-9.9% |
| Admin fee / account holder | $4,282 | $9,341-54.2% | $14,586-70.6% | $7,234-40.8% |