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 9-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 | $93,913 | $43,327+116.8% | $59,878+56.8% | $64,186+46.3% |
| Participation rate | 97.4% | 69.2%+28.3pp | 74.7%+22.7pp | 69.6%+27.9pp |
| Annual return | 9.65% | -1.55%+11.2pp | 3.46%+6.2pp | 7.63%+2.0pp |
| Employer contribution / active EE | $1,510 | $2,028-25.5% | $2,722-44.5% | $2,381-36.6% |
| Participant deferral / active EE | $3,510 | $2,546+37.9% | $3,402+3.2% | $3,470+1.2% |
| Admin fee / account holder | $665 | $3,005-77.9% | $3,590-81.5% | $4,888-86.4% |