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 | $116,970 | $94,529+23.7% | $140,016-16.5% | $64,186+82.2% |
| Participation rate | 92.1% | 84.1%+8.0pp | 87.5%+4.6pp | 69.6%+22.5pp |
| Annual return | 1.83% | 7.77%-5.9pp | 651.12%-649.3pp | 7.63%-5.8pp |
| Employer contribution / active EE | $3,977 | $3,812+4.3% | $5,606-29.1% | $2,381+67.0% |
| Participant deferral / active EE | $8,003 | $5,250+52.4% | $6,927+15.5% | $3,470+130.7% |
| Admin fee / account holder | $914 | $6,741-86.4% | $10,705-91.5% | $4,888-81.3% |