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 | $108,891 | $39,122+178.3% | $57,179+90.4% | $62,891+73.1% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 3.72% | 9.23%-5.5pp | 14.59%-10.9pp | 20.14%-16.4pp |
| Employer contribution / active EE | $2,551 | $1,874+36.1% | $2,682-4.9% | $2,281+11.9% |
| Participant deferral / active EE | $1,771 | $2,374-25.4% | $3,096-42.8% | $3,203-44.7% |
| Admin fee / account holder | $3,268 | $2,592+26.1% | $3,139+4.1% | $4,296-23.9% |