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 | $90,177 | $181,894-50.4% | $156,549-42.4% | $273,961-67.1% |
| Participation rate | 95.0% | 88.4%+6.6pp | 84.0%+11.0pp | 83.0%+12.0pp |
| Annual return | 9.07% | 30.74%-21.7pp | 32.23%-23.2pp | 41.45%-32.4pp |
| Employer contribution / active EE | $1,868 | $6,248-70.1% | $5,501-66.0% | $4,869-61.6% |
| Participant deferral / active EE | $7,570 | $5,550+36.4% | $4,871+55.4% | $5,287+43.2% |
| Admin fee / account holder | $14,310 | $15,559-8.0% | $13,027+9.8% | $10,132+41.2% |