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 | $85,668 | $43,327+97.7% | $59,878+43.1% | $64,186+33.5% |
| Participation rate | 87.5% | 69.2%+18.3pp | 74.7%+12.8pp | 69.6%+17.9pp |
| Annual return | 8.03% | -1.55%+9.6pp | 3.46%+4.6pp | 7.63%+0.4pp |
| Employer contribution / active EE | $4,135 | $2,028+103.9% | $2,722+51.9% | $2,381+73.7% |
| Participant deferral / active EE | $2,485 | $2,546-2.4% | $3,402-27.0% | $3,470-28.4% |
| Admin fee / account holder | $5,801 | $3,005+93.0% | $3,590+61.6% | $4,888+18.7% |