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 | $78,084 | $60,349+29.4% | $74,183+5.3% | $62,891+24.2% |
| Participation rate | 93.4% | 72.7%+20.7pp | 76.6%+16.8pp | 69.3%+24.1pp |
| Annual return | 7.11% | 21.37%-14.3pp | 17.74%-10.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $2,707 | $1,680+61.1% | $2,370+14.2% | $2,281+18.7% |
| Participant deferral / active EE | $3,407 | $2,856+19.3% | $3,550-4.0% | $3,203+6.4% |
| Admin fee / account holder | $4,277 | $4,261+0.4% | $5,586-23.4% | $4,296-0.4% |