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 | $82,107 | $58,828+39.6% | $77,999+5.3% | $62,891+30.6% |
| Participation rate | 96.0% | 71.1%+24.9pp | 75.5%+20.5pp | 69.3%+26.7pp |
| Annual return | 5.78% | 17.16%-11.4pp | 425.96%-420.2pp | 20.14%-14.4pp |
| Employer contribution / active EE | $5,447 | $1,672+225.8% | $2,470+120.5% | $2,281+138.8% |
| Participant deferral / active EE | $3,054 | $2,686+13.7% | $3,497-12.7% | $3,203-4.6% |
| Admin fee / account holder | $3,647 | $4,393-17.0% | $5,480-33.5% | $4,296-15.1% |