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 | $105,191 | $47,848+119.8% | $81,478+29.1% | $70,131+50.0% |
| Participation rate | 87.5% | 58.3%+29.2pp | 68.0%+19.5pp | 69.5%+18.0pp |
| Annual return | 16.72% | 27.25%-10.5pp | 38.78%-22.1pp | 73.14%-56.4pp |
| Employer contribution / active EE | $4,277 | $1,527+180.1% | $2,568+66.6% | $2,342+82.6% |
| Participant deferral / active EE | $4,986 | $2,453+103.3% | $3,537+41.0% | $3,332+49.6% |
| Admin fee / account holder | $4,756 | $3,145+51.2% | $4,561+4.3% | $4,645+2.4% |