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 | $102,114 | $58,828+73.6% | $77,999+30.9% | $62,891+62.4% |
| Participation rate | 92.8% | 71.1%+21.7pp | 75.5%+17.2pp | 69.3%+23.4pp |
| Annual return | 6.54% | 17.16%-10.6pp | 425.96%-419.4pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,792 | $1,672+7.2% | $2,470-27.5% | $2,281-21.4% |
| Participant deferral / active EE | $4,435 | $2,686+65.2% | $3,497+26.8% | $3,203+38.5% |
| Admin fee / account holder | $4,078 | $4,393-7.2% | $5,480-25.6% | $4,296-5.1% |