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 | $104,136 | $61,660+68.9% | $80,019+30.1% | $64,186+62.2% |
| Participation rate | 87.2% | 71.7%+15.5pp | 75.8%+11.4pp | 69.6%+17.6pp |
| Annual return | 13.69% | -0.33%+14.0pp | 11.22%+2.5pp | 7.63%+6.1pp |
| Employer contribution / active EE | $3,354 | $1,810+85.3% | $2,468+35.9% | $2,381+40.9% |
| Participant deferral / active EE | $3,209 | $2,968+8.1% | $3,686-12.9% | $3,470-7.5% |
| Admin fee / account holder | $1,432 | $5,417-73.6% | $6,521-78.0% | $4,888-70.7% |