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 | $71,076 | $39,122+81.7% | $57,179+24.3% | $62,891+13.0% |
| Participation rate | 86.3% | 70.5%+15.8pp | 75.3%+10.9pp | 69.3%+17.0pp |
| Annual return | 6.47% | 9.23%-2.8pp | 14.59%-8.1pp | 20.14%-13.7pp |
| Employer contribution / active EE | $3,616 | $1,874+93.0% | $2,682+34.8% | $2,281+58.5% |
| Participant deferral / active EE | $2,734 | $2,374+15.2% | $3,096-11.7% | $3,203-14.6% |
| Admin fee / account holder | $7,287 | $2,592+181.2% | $3,139+132.2% | $4,296+69.7% |