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 | $116,316 | $45,035+158.3% | $62,995+84.6% | $70,131+65.9% |
| Participation rate | 88.2% | 69.5%+18.7pp | 74.8%+13.4pp | 69.5%+18.7pp |
| Annual return | 11.55% | 18.76%-7.2pp | 87.57%-76.0pp | 73.14%-61.6pp |
| Employer contribution / active EE | $2,997 | $2,051+46.1% | $2,759+8.6% | $2,342+28.0% |
| Participant deferral / active EE | $5,246 | $2,465+112.9% | $3,329+57.6% | $3,332+57.5% |
| Admin fee / account holder | $6,148 | $2,834+116.9% | $3,600+70.8% | $4,645+32.3% |