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 | $80,473 | $39,122+105.7% | $57,179+40.7% | $62,891+28.0% |
| Participation rate | 73.5% | 70.5%+3.0pp | 75.3%-1.9pp | 69.3%+4.2pp |
| Annual return | 4.18% | 9.23%-5.1pp | 14.59%-10.4pp | 20.14%-16.0pp |
| Employer contribution / active EE | $7,622 | $1,874+306.7% | $2,682+184.1% | $2,281+234.2% |
| Participant deferral / active EE | $8,663 | $2,374+265.0% | $3,096+179.8% | $3,203+170.5% |
| Admin fee / account holder | $175,274 | $2,592+6662.1% | $3,139+5483.8% | $4,296+3980.3% |