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 | $74,893 | $39,122+91.4% | $57,179+31.0% | $62,891+19.1% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 7.58% | 9.23%-1.7pp | 14.59%-7.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $3,937 | $1,874+110.1% | $2,682+46.8% | $2,281+72.6% |
| Participant deferral / active EE | $6,717 | $2,374+183.0% | $3,096+117.0% | $3,203+109.7% |
| Admin fee / account holder | $2,151 | $2,592-17.0% | $3,139-31.5% | $4,296-49.9% |