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 | $69,653 | $39,122+78.0% | $57,179+21.8% | $62,891+10.8% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 8.17% | 9.23%-1.1pp | 14.59%-6.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $5,325 | $1,874+184.1% | $2,682+98.5% | $2,281+133.5% |
| Participant deferral / active EE | $7,876 | $2,374+231.8% | $3,096+154.4% | $3,203+145.9% |
| Admin fee / account holder | $7,380 | $2,592+184.7% | $3,139+135.1% | $4,296+71.8% |