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 | $77,957 | $43,327+79.9% | $59,878+30.2% | $64,186+21.5% |
| Participation rate | 95.7% | 69.2%+26.5pp | 74.7%+21.0pp | 69.6%+26.1pp |
| Annual return | 9.91% | -1.55%+11.5pp | 3.46%+6.5pp | 7.63%+2.3pp |
| Employer contribution / active EE | $6,344 | $2,028+212.7% | $2,722+133.1% | $2,381+166.5% |
| Participant deferral / active EE | $3,356 | $2,546+31.8% | $3,402-1.4% | $3,470-3.3% |
| Admin fee / account holder | $1,169 | $3,005-61.1% | $3,590-67.5% | $4,888-76.1% |