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 | $123,476 | $62,586+97.3% | $76,768+60.8% | $64,186+92.4% |
| Participation rate | 97.3% | 72.8%+24.5pp | 77.0%+20.3pp | 69.6%+27.7pp |
| Annual return | 9.14% | -1.95%+11.1pp | 2.43%+6.7pp | 7.63%+1.5pp |
| Employer contribution / active EE | $1,634 | $1,832-10.8% | $2,485-34.3% | $2,381-31.4% |
| Participant deferral / active EE | $3,656 | $3,145+16.3% | $3,852-5.1% | $3,470+5.4% |
| Admin fee / account holder | $5,585 | $4,667+19.7% | $6,675-16.3% | $4,888+14.3% |