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 | $115,668 | $48,364+139.2% | $71,796+61.1% | $62,891+83.9% |
| Participation rate | 73.3% | 60.6%+12.7pp | 69.1%+4.2pp | 69.3%+4.0pp |
| Annual return | 7.32% | 13.16%-5.8pp | 78.04%-70.7pp | 20.14%-12.8pp |
| Employer contribution / active EE | $3,088 | $1,042+196.4% | $1,924+60.5% | $2,281+35.4% |
| Participant deferral / active EE | $5,438 | $2,091+160.0% | $2,794+94.6% | $3,203+69.8% |
| Admin fee / account holder | $2,239 | $3,771-40.6% | $4,815-53.5% | $4,296-47.9% |