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 | $82,300 | $39,122+110.4% | $57,179+43.9% | $62,891+30.9% |
| Participation rate | 80.4% | 70.5%+9.9pp | 75.3%+5.0pp | 69.3%+11.1pp |
| Annual return | 6.22% | 9.23%-3.0pp | 14.59%-8.4pp | 20.14%-13.9pp |
| Employer contribution / active EE | $6,634 | $1,874+254.0% | $2,682+147.3% | $2,281+190.8% |
| Participant deferral / active EE | $5,713 | $2,374+140.7% | $3,096+84.5% | $3,203+78.4% |
| Admin fee / account holder | $1,338 | $2,592-48.4% | $3,139-57.4% | $4,296-68.8% |