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 | $72,587 | $45,035+61.2% | $62,995+15.2% | $70,131+3.5% |
| Participation rate | 95.2% | 69.5%+25.7pp | 74.8%+20.4pp | 69.5%+25.7pp |
| Annual return | 17.88% | 18.76%-0.9pp | 87.57%-69.7pp | 73.14%-55.3pp |
| Employer contribution / active EE | $4,988 | $2,051+143.1% | $2,759+80.8% | $2,342+112.9% |
| Participant deferral / active EE | $4,674 | $2,465+89.7% | $3,329+40.4% | $3,332+40.3% |
| Admin fee / account holder | $11,479 | $2,834+305.0% | $3,600+218.9% | $4,645+147.1% |