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 | $107,855 | $53,127+103.0% | $86,590+24.6% | $70,131+53.8% |
| Participation rate | 79.4% | 65.3%+14.1pp | 73.5%+5.8pp | 69.5%+9.8pp |
| Annual return | 23.12% | 27.66%-4.5pp | 964.84%-941.7pp | 73.14%-50.0pp |
| Employer contribution / active EE | $1,774 | $2,068-14.2% | $2,839-37.5% | $2,342-24.3% |
| Participant deferral / active EE | $3,279 | $2,696+21.6% | $3,609-9.1% | $3,332-1.6% |
| Admin fee / account holder | $3,006 | $3,585-16.2% | $4,906-38.7% | $4,645-35.3% |