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 | $247,511 | $76,367+224.1% | $93,606+164.4% | $72,985+239.1% |
| Participation rate | 81.3% | 71.7%+9.5pp | 75.8%+5.4pp | 69.5%+11.8pp |
| Annual return | 18.75% | 25.82%-7.1pp | 32.76%-14.0pp | 81.00%-62.3pp |
| Employer contribution / active EE | $9,404 | $2,275+313.3% | $2,718+246.0% | $2,440+285.4% |
| Participant deferral / active EE | $4,722 | $3,538+33.5% | $4,069+16.0% | $3,607+30.9% |
| Admin fee / account holder | $7,936 | $6,838+16.0% | $7,888+0.6% | $5,124+54.9% |