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 | $93,754 | $37,426+150.5% | $77,482+21.0% | $79,858+17.4% |
| Participation rate | 97.8% | 41.5%+56.3pp | 54.2%+43.6pp | 69.6%+28.2pp |
| Annual return | 10.27% | 39.70%-29.4pp | 54.79%-44.5pp | 31.71%-21.4pp |
| Employer contribution / active EE | $3,488 | $637+447.9% | $986+253.6% | $2,471+41.2% |
| Participant deferral / active EE | $6,850 | $1,260+443.7% | $1,861+268.0% | $3,740+83.2% |
| Admin fee / account holder | $13,696 | $2,504+447.0% | $2,858+379.3% | $5,306+158.1% |