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 | $78,953 | $60,349+30.8% | $74,183+6.4% | $62,891+25.5% |
| Participation rate | 88.6% | 72.7%+15.9pp | 76.6%+12.0pp | 69.3%+19.3pp |
| Annual return | 6.56% | 21.37%-14.8pp | 17.74%-11.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $616 | $1,680-63.3% | $2,370-74.0% | $2,281-73.0% |
| Participant deferral / active EE | $3,431 | $2,856+20.1% | $3,550-3.4% | $3,203+7.1% |
| Admin fee / account holder | $6,683 | $4,261+56.8% | $5,586+19.7% | $4,296+55.6% |