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 | $102,452 | $39,122+161.9% | $57,179+79.2% | $62,891+62.9% |
| Participation rate | 98.5% | 70.5%+28.0pp | 75.3%+23.1pp | 69.3%+29.2pp |
| Annual return | 6.38% | 9.23%-2.9pp | 14.59%-8.2pp | 20.14%-13.8pp |
| Employer contribution / active EE | $5,179 | $1,874+176.3% | $2,682+93.1% | $2,281+127.1% |
| Participant deferral / active EE | $3,619 | $2,374+52.5% | $3,096+16.9% | $3,203+13.0% |
| Admin fee / account holder | $6,346 | $2,592+144.8% | $3,139+102.2% | $4,296+47.7% |