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 | $113,309 | $56,897+99.1% | $84,750+33.7% | $62,891+80.2% |
| Participation rate | 97.2% | 68.5%+28.7pp | 76.6%+20.6pp | 69.3%+27.9pp |
| Annual return | 5.19% | 6.30%-1.1pp | 22.78%-17.6pp | 20.14%-15.0pp |
| Employer contribution / active EE | $3,612 | $2,400+50.5% | $3,574+1.1% | $2,281+58.4% |
| Participant deferral / active EE | $4,221 | $2,709+55.8% | $3,712+13.7% | $3,203+31.8% |
| Admin fee / account holder | $1,845 | $3,581-48.5% | $5,332-65.4% | $4,296-57.0% |