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 | $82,291 | $39,122+110.3% | $57,179+43.9% | $62,891+30.8% |
| Participation rate | 92.0% | 70.5%+21.5pp | 75.3%+16.7pp | 69.3%+22.7pp |
| Annual return | 1.24% | 9.23%-8.0pp | 14.59%-13.4pp | 20.14%-18.9pp |
| Employer contribution / active EE | $5,947 | $1,874+217.3% | $2,682+121.7% | $2,281+160.7% |
| Participant deferral / active EE | $7,556 | $2,374+218.3% | $3,096+144.1% | $3,203+135.9% |
| Admin fee / account holder | $4,704 | $2,592+81.5% | $3,139+49.9% | $4,296+9.5% |