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 | $78,291 | $48,076+62.8% | $78,689-0.5% | $62,891+24.5% |
| Participation rate | 94.1% | 65.2%+28.9pp | 73.6%+20.6pp | 69.3%+24.8pp |
| Annual return | 5.74% | 31.35%-25.6pp | 62.18%-56.4pp | 20.14%-14.4pp |
| Employer contribution / active EE | $4,711 | $2,015+133.8% | $2,851+65.2% | $2,281+106.5% |
| Participant deferral / active EE | $4,468 | $2,588+72.7% | $3,517+27.1% | $3,203+39.5% |
| Admin fee / account holder | $9,273 | $3,207+189.1% | $4,510+105.6% | $4,296+115.9% |