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 | $107,831 | $56,897+89.5% | $84,750+27.2% | $62,891+71.5% |
| Participation rate | 90.0% | 68.5%+21.5pp | 76.6%+13.4pp | 69.3%+20.7pp |
| Annual return | 7.23% | 6.30%+0.9pp | 22.78%-15.6pp | 20.14%-12.9pp |
| Employer contribution / active EE | $6,811 | $2,400+183.8% | $3,574+90.6% | $2,281+198.6% |
| Participant deferral / active EE | $3,717 | $2,709+37.2% | $3,712+0.2% | $3,203+16.1% |
| Admin fee / account holder | $14,437 | $3,581+303.2% | $5,332+170.8% | $4,296+236.1% |