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 | $81,798 | $60,349+35.5% | $74,183+10.3% | $62,891+30.1% |
| Participation rate | 93.0% | 72.7%+20.2pp | 76.6%+16.3pp | 69.3%+23.7pp |
| Annual return | 9.56% | 21.37%-11.8pp | 17.74%-8.2pp | 20.14%-10.6pp |
| Employer contribution / active EE | $5,481 | $1,680+226.2% | $2,370+131.3% | $2,281+140.3% |
| Participant deferral / active EE | $6,007 | $2,856+110.3% | $3,550+69.2% | $3,203+87.5% |
| Admin fee / account holder | $1,888 | $4,261-55.7% | $5,586-66.2% | $4,296-56.0% |