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 | $89,819 | $48,076+86.8% | $78,689+14.1% | $62,891+42.8% |
| Participation rate | 83.8% | 65.2%+18.6pp | 73.6%+10.2pp | 69.3%+14.5pp |
| Annual return | 6.69% | 31.35%-24.7pp | 62.18%-55.5pp | 20.14%-13.5pp |
| Employer contribution / active EE | $2,744 | $2,015+36.2% | $2,851-3.8% | $2,281+20.3% |
| Participant deferral / active EE | $3,817 | $2,588+47.5% | $3,517+8.5% | $3,203+19.2% |
| Admin fee / account holder | $11,914 | $3,207+271.5% | $4,510+164.1% | $4,296+177.4% |