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 7-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 | $109,092 | $51,708+111.0% | $106,619+2.3% | $62,891+73.5% |
| Participation rate | 91.5% | 66.9%+24.6pp | 78.0%+13.5pp | 69.3%+22.2pp |
| Annual return | 5.65% | 4.69%+1.0pp | 9.42%-3.8pp | 20.14%-14.5pp |
| Employer contribution / active EE | $3,837 | $1,764+117.6% | $3,947-2.8% | $2,281+68.2% |
| Participant deferral / active EE | $3,339 | $2,315+44.2% | $3,930-15.0% | $3,203+4.3% |
| Admin fee / account holder | $2,856 | $3,349-14.7% | $6,418-55.5% | $4,296-33.5% |