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 | $106,057 | $53,596+97.9% | $90,645+17.0% | $64,186+65.2% |
| Participation rate | 88.5% | 64.5%+23.9pp | 74.0%+14.4pp | 69.6%+18.9pp |
| Annual return | 5.66% | 4.41%+1.2pp | 1.88%+3.8pp | 7.63%-2.0pp |
| Employer contribution / active EE | $1,898 | $1,503+26.3% | $2,532-25.0% | $2,381-20.3% |
| Participant deferral / active EE | $3,429 | $2,459+39.5% | $3,425+0.1% | $3,470-1.2% |
| Admin fee / account holder | $64,208 | $3,868+1560.1% | $4,994+1185.7% | $4,888+1213.6% |