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 | $73,332 | $54,762+33.9% | $90,281-18.8% | $72,985+0.5% |
| Participation rate | 89.1% | 65.1%+24.0pp | 73.3%+15.9pp | 69.5%+19.6pp |
| Annual return | 25.41% | 30.63%-5.2pp | 78.10%-52.7pp | 81.00%-55.6pp |
| Employer contribution / active EE | $6,596 | $2,092+215.2% | $2,854+131.1% | $2,440+170.3% |
| Participant deferral / active EE | $6,851 | $2,887+137.3% | $3,885+76.3% | $3,607+89.9% |
| Admin fee / account holder | $1,353 | $3,972-65.9% | $5,351-74.7% | $5,124-73.6% |