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 | $110,647 | $48,750+127.0% | $88,946+24.4% | $74,304+48.9% |
| Participation rate | 72.1% | 44.5%+27.6pp | 68.8%+3.3pp | 60.3%+11.8pp |
| Annual return | 28.92% | 25.91%+3.0pp | 57.82%-28.9pp | 29.43%-0.5pp |
| Employer contribution / active EE | $2,244 | $1,255+78.8% | $2,555-12.2% | $2,241+0.1% |
| Participant deferral / active EE | $4,822 | $2,423+99.0% | $4,581+5.3% | $3,767+28.0% |
| Admin fee / account holder | $3,459 | $3,756-7.9% | $8,261-58.1% | $2,969+16.5% |