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 | $92,126 | $56,897+61.9% | $84,750+8.7% | $62,891+46.5% |
| Participation rate | 92.9% | 68.5%+24.3pp | 76.6%+16.3pp | 69.3%+23.6pp |
| Annual return | 7.49% | 6.30%+1.2pp | 22.78%-15.3pp | 20.14%-12.7pp |
| Employer contribution / active EE | $2,802 | $2,400+16.8% | $3,574-21.6% | $2,281+22.8% |
| Participant deferral / active EE | $4,332 | $2,709+59.9% | $3,712+16.7% | $3,203+35.2% |
| Admin fee / account holder | $5,266 | $3,581+47.1% | $5,332-1.2% | $4,296+22.6% |