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 | $110,153 | $56,897+93.6% | $84,750+30.0% | $62,891+75.1% |
| Participation rate | 97.4% | 68.5%+28.9pp | 76.6%+20.8pp | 69.3%+28.1pp |
| Annual return | 8.62% | 6.30%+2.3pp | 22.78%-14.2pp | 20.14%-11.5pp |
| Employer contribution / active EE | $587 | $2,400-75.6% | $3,574-83.6% | $2,281-74.3% |
| Participant deferral / active EE | $5,315 | $2,709+96.2% | $3,712+43.2% | $3,203+65.9% |
| Admin fee / account holder | $3,014 | $3,581-15.8% | $5,332-43.5% | $4,296-29.8% |