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 | $112,577 | $49,025+129.6% | $87,507+28.6% | $62,891+79.0% |
| Participation rate | 80.5% | 64.9%+15.6pp | 73.8%+6.7pp | 69.3%+11.2pp |
| Annual return | 6.25% | 10.02%-3.8pp | 12.21%-6.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,447 | $1,372+5.5% | $2,550-43.3% | $2,281-36.6% |
| Participant deferral / active EE | $3,150 | $2,289+37.6% | $3,1490% | $3,203-1.7% |
| Admin fee / account holder | $8,849 | $4,065+117.7% | $4,221+109.7% | $4,296+106.0% |