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 | $85,057 | $39,122+117.4% | $57,179+48.8% | $62,891+35.2% |
| Participation rate | 91.7% | 70.5%+21.2pp | 75.3%+16.3pp | 69.3%+22.4pp |
| Annual return | 8.40% | 9.23%-0.8pp | 14.59%-6.2pp | 20.14%-11.7pp |
| Employer contribution / active EE | $2,929 | $1,874+56.3% | $2,682+9.2% | $2,281+28.4% |
| Participant deferral / active EE | $2,929 | $2,374+23.4% | $3,096-5.4% | $3,203-8.6% |
| Admin fee / account holder | $644 | $2,592-75.2% | $3,139-79.5% | $4,296-85.0% |