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 | $87,193 | $67,606+29.0% | $82,313+5.9% | $70,131+24.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.60% | 21.57%-2.0pp | 25.88%-6.3pp | 73.14%-53.5pp |
| Employer contribution / active EE | $3,808 | $1,755+117.0% | $2,428+56.8% | $2,342+62.5% |
| Participant deferral / active EE | $3,914 | $2,987+31.1% | $3,706+5.6% | $3,332+17.5% |
| Admin fee / account holder | $2,750 | $4,512-39.0% | $5,608-51.0% | $4,645-40.8% |