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 | $125,826 | $56,897+121.1% | $84,750+48.5% | $62,891+100.1% |
| Participation rate | 91.5% | 68.5%+23.0pp | 76.6%+14.9pp | 69.3%+22.2pp |
| Annual return | 7.07% | 6.30%+0.8pp | 22.78%-15.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $10,221 | $2,400+325.9% | $3,574+186.0% | $2,281+348.1% |
| Participant deferral / active EE | $3,060 | $2,709+13.0% | $3,712-17.5% | $3,203-4.4% |
| Admin fee / account holder | $5,255 | $3,581+46.8% | $5,332-1.4% | $4,296+22.3% |