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 | $136,232 | $56,897+139.4% | $84,750+60.7% | $62,891+116.6% |
| Participation rate | 84.9% | 68.5%+16.4pp | 76.6%+8.3pp | 69.3%+15.6pp |
| Annual return | 9.49% | 6.30%+3.2pp | 22.78%-13.3pp | 20.14%-10.7pp |
| Employer contribution / active EE | $3,573 | $2,400+48.9% | $3,5740% | $2,281+56.7% |
| Participant deferral / active EE | $10,967 | $2,709+304.8% | $3,712+195.5% | $3,203+242.4% |
| Admin fee / account holder | $1,361 | $3,581-62.0% | $5,332-74.5% | $4,296-68.3% |