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 | $140,268 | $62,586+124.1% | $76,768+82.7% | $64,186+118.5% |
| Participation rate | 95.5% | 72.8%+22.6pp | 77.0%+18.5pp | 69.6%+25.9pp |
| Annual return | 4.68% | -1.95%+6.6pp | 2.43%+2.3pp | 7.63%-3.0pp |
| Employer contribution / active EE | $2,947 | $1,832+60.8% | $2,485+18.6% | $2,381+23.8% |
| Participant deferral / active EE | $2,275 | $3,145-27.6% | $3,852-40.9% | $3,470-34.4% |
| Admin fee / account holder | $2,007 | $4,667-57.0% | $6,675-69.9% | $4,888-58.9% |