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 | $77,543 | $45,035+72.2% | $62,995+23.1% | $70,131+10.6% |
| Participation rate | 94.0% | 69.5%+24.5pp | 74.8%+19.2pp | 69.5%+24.5pp |
| Annual return | 17.59% | 18.76%-1.2pp | 87.57%-70.0pp | 73.14%-55.6pp |
| Employer contribution / active EE | $2,265 | $2,051+10.4% | $2,759-17.9% | $2,342-3.3% |
| Participant deferral / active EE | $6,912 | $2,465+180.5% | $3,329+107.6% | $3,332+107.5% |
| Admin fee / account holder | $2,754 | $2,834-2.8% | $3,600-23.5% | $4,645-40.7% |