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 | $72,340 | $39,122+84.9% | $57,179+26.5% | $62,891+15.0% |
| Participation rate | 90.6% | 70.5%+20.1pp | 75.3%+15.3pp | 69.3%+21.3pp |
| Annual return | 1.49% | 9.23%-7.7pp | 14.59%-13.1pp | 20.14%-18.7pp |
| Employer contribution / active EE | $2,169 | $1,874+15.8% | $2,682-19.1% | $2,281-4.9% |
| Participant deferral / active EE | $3,897 | $2,374+64.2% | $3,096+25.9% | $3,203+21.7% |
| Admin fee / account holder | $6,195 | $2,592+139.0% | $3,139+97.3% | $4,296+44.2% |