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 | $103,838 | $54,726+89.7% | $68,793+50.9% | $64,186+61.8% |
| Participation rate | 91.7% | 68.0%+23.6pp | 72.2%+19.4pp | 69.6%+22.1pp |
| Annual return | 3.13% | -1.62%+4.7pp | -4.63%+7.8pp | 7.63%-4.5pp |
| Employer contribution / active EE | $9,324 | $1,846+405.1% | $2,625+255.2% | $2,381+291.6% |
| Participant deferral / active EE | $3,570 | $2,626+35.9% | $3,311+7.8% | $3,470+2.9% |
| Admin fee / account holder | $2,348 | $4,027-41.7% | $5,131-54.2% | $4,888-52.0% |