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 | $84,093 | $39,122+115.0% | $57,179+47.1% | $62,891+33.7% |
| Participation rate | 77.1% | 70.5%+6.6pp | 75.3%+1.7pp | 69.3%+7.8pp |
| Annual return | 6.69% | 9.23%-2.5pp | 14.59%-7.9pp | 20.14%-13.4pp |
| Employer contribution / active EE | $4,314 | $1,874+130.2% | $2,682+60.8% | $2,281+89.1% |
| Participant deferral / active EE | $5,379 | $2,374+126.6% | $3,096+73.7% | $3,203+67.9% |
| Admin fee / account holder | $1,750 | $2,592-32.5% | $3,139-44.3% | $4,296-59.3% |