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 | $124,956 | $62,586+99.7% | $76,768+62.8% | $64,186+94.7% |
| Participation rate | 92.3% | 72.8%+19.5pp | 77.0%+15.3pp | 69.6%+22.7pp |
| Annual return | 3.35% | -1.95%+5.3pp | 2.43%+0.9pp | 7.63%-4.3pp |
| Employer contribution / active EE | $2,867 | $1,832+56.5% | $2,485+15.4% | $2,381+20.4% |
| Participant deferral / active EE | $6,893 | $3,145+119.2% | $3,852+79.0% | $3,470+98.7% |
| Admin fee / account holder | $16,454 | $4,667+252.6% | $6,675+146.5% | $4,888+236.6% |