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 | $177,302 | $103,376+71.5% | $87,100+103.6% | $152,861+16.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 21.60% | 28.10%-6.5pp | 28.19%-6.6pp | 345.32%-323.7pp |
| Employer contribution / active EE | $3,228 | $3,220+0.2% | $2,521+28.0% | $4,762-32.2% |
| Participant deferral / active EE | $8,510 | $4,778+78.1% | $4,049+110.2% | $5,850+45.5% |
| Admin fee / account holder | $11,162 | $12,205-8.5% | $7,497+48.9% | $11,596-3.7% |