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 | $115,906 | $78,926+46.9% | $136,749-15.2% | $84,808+36.7% |
| Participation rate | 97.6% | 62.2%+35.4pp | 72.1%+25.5pp | 68.3%+29.3pp |
| Annual return | 13.81% | 18.17%-4.4pp | 24.33%-10.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $8,546 | $2,134+300.5% | $3,400+151.4% | $2,631+224.8% |
| Participant deferral / active EE | $5,252 | $3,168+65.8% | $4,692+11.9% | $4,212+24.7% |
| Admin fee / account holder | $5,493 | $6,369-13.8% | $11,386-51.8% | $7,344-25.2% |