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 | $102,066 | $53,596+90.4% | $90,645+12.6% | $64,186+59.0% |
| Participation rate | 86.7% | 64.5%+22.2pp | 74.0%+12.6pp | 69.6%+17.1pp |
| Annual return | 8.60% | 4.41%+4.2pp | 1.88%+6.7pp | 7.63%+1.0pp |
| Employer contribution / active EE | $2,140 | $1,503+42.4% | $2,532-15.5% | $2,381-10.1% |
| Participant deferral / active EE | $2,813 | $2,459+14.4% | $3,425-17.8% | $3,470-18.9% |
| Admin fee / account holder | $4,191 | $3,868+8.3% | $4,994-16.1% | $4,888-14.3% |