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 | $81,836 | $58,828+39.1% | $77,999+4.9% | $62,891+30.1% |
| Participation rate | 78.1% | 71.1%+7.1pp | 75.5%+2.6pp | 69.3%+8.8pp |
| Annual return | 7.77% | 17.16%-9.4pp | 425.96%-418.2pp | 20.14%-12.4pp |
| Employer contribution / active EE | $2,860 | $1,672+71.1% | $2,470+15.8% | $2,281+25.4% |
| Participant deferral / active EE | $4,448 | $2,686+65.6% | $3,497+27.2% | $3,203+38.9% |
| Admin fee / account holder | $398 | $4,393-90.9% | $5,480-92.7% | $4,296-90.7% |