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 | $132,827 | $58,577+126.8% | $83,333+59.4% | $64,186+106.9% |
| Participation rate | 79.2% | 72.0%+7.2pp | 77.8%+1.5pp | 69.6%+9.7pp |
| Annual return | 9.38% | 9.65%-0.3pp | 10.63%-1.3pp | 7.63%+1.7pp |
| Employer contribution / active EE | $1,028 | $2,098-51.0% | $3,379-69.6% | $2,381-56.8% |
| Participant deferral / active EE | $3,145 | $4,654-32.4% | $5,565-43.5% | $3,470-9.4% |
| Admin fee / account holder | $7,334 | $9,275-20.9% | $7,510-2.3% | $4,888+50.0% |