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 | $72,332 | $39,122+84.9% | $57,179+26.5% | $62,891+15.0% |
| Participation rate | 88.9% | 70.5%+18.4pp | 75.3%+13.5pp | 69.3%+19.6pp |
| Annual return | 7.11% | 9.23%-2.1pp | 14.59%-7.5pp | 20.14%-13.0pp |
| Employer contribution / active EE | $4,046 | $1,874+115.9% | $2,682+50.9% | $2,281+77.4% |
| Participant deferral / active EE | $2,454 | $2,374+3.4% | $3,096-20.7% | $3,203-23.4% |
| Admin fee / account holder | $2,920 | $2,592+12.7% | $3,139-7.0% | $4,296-32.0% |