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 | $36,502 | $81,258-55.1% | $105,218-65.3% | $59,632-38.8% |
| Participation rate | 97.6% | 75.4%+22.2pp | 77.2%+20.3pp | 68.7%+28.9pp |
| Annual return | 10.72% | 1.96%+8.8pp | 5.33%+5.4pp | 2041.28%-2030.6pp |
| Employer contribution / active EE | $5,508 | $2,562+115.0% | $3,255+69.2% | $2,203+150.1% |
| Participant deferral / active EE | $4,358 | $3,881+12.3% | $4,867-10.4% | $3,192+36.6% |
| Admin fee / account holder | $2,330 | $5,841-60.1% | $6,992-66.7% | $4,297-45.8% |