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 | $89,798 | $52,681+70.5% | $75,781+18.5% | $59,632+50.6% |
| Participation rate | 94.4% | 67.2%+27.1pp | 75.8%+18.5pp | 68.7%+25.7pp |
| Annual return | 0.44% | 2.95%-2.5pp | 9.68%-9.2pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $7,380 | $2,193+236.4% | $3,323+122.1% | $2,203+235.0% |
| Participant deferral / active EE | $6,203 | $2,591+139.5% | $3,651+69.9% | $3,192+94.4% |
| Admin fee / account holder | $37,742 | $3,610+945.6% | $5,299+612.2% | $4,297+778.3% |