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 | $136,311 | $69,977+94.8% | $108,579+25.5% | $62,891+116.7% |
| Participation rate | 97.4% | 72.9%+24.5pp | 79.6%+17.8pp | 69.3%+28.1pp |
| Annual return | 5.18% | 10.73%-5.5pp | -51.70%+56.9pp | 20.14%-15.0pp |
| Employer contribution / active EE | $4,090 | $2,135+91.6% | $3,758+8.8% | $2,281+79.3% |
| Participant deferral / active EE | $3,470 | $3,165+9.6% | $4,311-19.5% | $3,203+8.3% |
| Admin fee / account holder | $11,567 | $5,076+127.8% | $7,645+51.3% | $4,296+169.3% |