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 | $157,758 | $56,897+177.3% | $84,750+86.1% | $62,891+150.8% |
| Participation rate | 71.7% | 68.5%+3.2pp | 76.6%-4.9pp | 69.3%+2.4pp |
| Annual return | 4.74% | 6.30%-1.6pp | 22.78%-18.0pp | 20.14%-15.4pp |
| Employer contribution / active EE | $6,207 | $2,400+158.6% | $3,574+73.7% | $2,281+172.1% |
| Participant deferral / active EE | $3,532 | $2,709+30.4% | $3,712-4.8% | $3,203+10.3% |
| Admin fee / account holder | $5,047 | $3,581+40.9% | $5,332-5.4% | $4,296+17.5% |