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 | $80,284 | $39,122+105.2% | $57,179+40.4% | $62,891+27.7% |
| Participation rate | 92.6% | 70.5%+22.1pp | 75.3%+17.2pp | 69.3%+23.3pp |
| Annual return | 5.40% | 9.23%-3.8pp | 14.59%-9.2pp | 20.14%-14.7pp |
| Employer contribution / active EE | $7,739 | $1,874+312.9% | $2,682+188.5% | $2,281+239.3% |
| Participant deferral / active EE | $4,737 | $2,374+99.6% | $3,096+53.0% | $3,203+47.9% |
| Admin fee / account holder | $7,500 | $2,592+189.3% | $3,139+138.9% | $4,296+74.6% |