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 | $109,578 | $52,836+107.4% | $105,738+3.6% | $64,186+70.7% |
| Participation rate | 90.2% | 66.5%+23.7pp | 76.3%+13.9pp | 69.6%+20.7pp |
| Annual return | 0.85% | 14.30%-13.4pp | 6.27%-5.4pp | 7.63%-6.8pp |
| Employer contribution / active EE | $4,840 | $1,827+164.9% | $3,268+48.1% | $2,381+103.3% |
| Participant deferral / active EE | $3,845 | $2,545+51.1% | $4,080-5.8% | $3,470+10.8% |
| Admin fee / account holder | $12,942 | $3,959+226.9% | $6,913+87.2% | $4,888+164.8% |