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 | $97,186 | $43,327+124.3% | $59,878+62.3% | $64,186+51.4% |
| Participation rate | 98.1% | 69.2%+29.0pp | 74.7%+23.4pp | 69.6%+28.6pp |
| Annual return | 5.80% | -1.55%+7.3pp | 3.46%+2.3pp | 7.63%-1.8pp |
| Employer contribution / active EE | $3,054 | $2,028+50.6% | $2,722+12.2% | $2,381+28.3% |
| Participant deferral / active EE | $3,818 | $2,546+50.0% | $3,402+12.2% | $3,470+10.1% |
| Admin fee / account holder | $11,829 | $3,005+293.6% | $3,590+229.5% | $4,888+142.0% |