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 | $91,017 | $39,122+132.6% | $57,179+59.2% | $62,891+44.7% |
| Participation rate | 80.4% | 70.5%+9.9pp | 75.3%+5.0pp | 69.3%+11.1pp |
| Annual return | 5.69% | 9.23%-3.5pp | 14.59%-8.9pp | 20.14%-14.4pp |
| Employer contribution / active EE | $2,743 | $1,874+46.4% | $2,682+2.3% | $2,281+20.3% |
| Participant deferral / active EE | $5,273 | $2,374+122.1% | $3,096+70.3% | $3,203+64.6% |
| Admin fee / account holder | $16,102 | $2,592+521.2% | $3,139+413.0% | $4,296+274.9% |