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 | $112,959 | $60,349+87.2% | $74,183+52.3% | $62,891+79.6% |
| Participation rate | 95.8% | 72.7%+23.1pp | 76.6%+19.2pp | 69.3%+26.5pp |
| Annual return | 7.29% | 21.37%-14.1pp | 17.74%-10.4pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,937 | $1,680+15.3% | $2,370-18.3% | $2,281-15.1% |
| Participant deferral / active EE | $7,533 | $2,856+163.7% | $3,550+112.2% | $3,203+135.2% |
| Admin fee / account holder | $1,367 | $4,261-67.9% | $5,586-75.5% | $4,296-68.2% |