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 | $120,133 | $58,828+104.2% | $77,999+54.0% | $62,891+91.0% |
| Participation rate | 83.3% | 71.1%+12.3pp | 75.5%+7.8pp | 69.3%+14.0pp |
| Annual return | 5.36% | 17.16%-11.8pp | 425.96%-420.6pp | 20.14%-14.8pp |
| Employer contribution / active EE | $1,227 | $1,672-26.6% | $2,470-50.3% | $2,281-46.2% |
| Participant deferral / active EE | $3,492 | $2,686+30.0% | $3,497-0.1% | $3,203+9.0% |
| Admin fee / account holder | $3,558 | $4,393-19.0% | $5,480-35.1% | $4,296-17.2% |