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 | $129,147 | $51,708+149.8% | $106,619+21.1% | $62,891+105.4% |
| Participation rate | 78.0% | 66.9%+11.2pp | 78.0%+0.1pp | 69.3%+8.7pp |
| Annual return | 6.27% | 4.69%+1.6pp | 9.42%-3.2pp | 20.14%-13.9pp |
| Employer contribution / active EE | $6,374 | $1,764+261.4% | $3,947+61.5% | $2,281+179.5% |
| Participant deferral / active EE | $2,582 | $2,315+11.5% | $3,930-34.3% | $3,203-19.4% |
| Admin fee / account holder | $7,882 | $3,349+135.4% | $6,418+22.8% | $4,296+83.5% |