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 | $181,178 | $94,625+91.5% | $116,228+55.9% | $84,808+113.6% |
| Participation rate | 91.7% | 70.4%+21.2pp | 74.6%+17.1pp | 68.3%+23.4pp |
| Annual return | 16.95% | 20.40%-3.5pp | 90.06%-73.1pp | 40.90%-23.9pp |
| Employer contribution / active EE | $8,583 | $2,347+265.8% | $2,994+186.6% | $2,631+226.2% |
| Participant deferral / active EE | $6,625 | $3,972+66.8% | $4,953+33.8% | $4,212+57.3% |
| Admin fee / account holder | $3,447 | $10,091-65.8% | $11,989-71.3% | $7,344-53.1% |