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 | $234,615 | $85,766+173.6% | $136,294+72.1% | $70,131+234.5% |
| Participation rate | 83.3% | 74.2%+9.2pp | 81.9%+1.4pp | 69.5%+13.8pp |
| Annual return | 16.50% | 31.45%-15.0pp | 5155.94%-5139.4pp | 73.14%-56.6pp |
| Employer contribution / active EE | $3,450 | $2,966+16.3% | $4,695-26.5% | $2,342+47.3% |
| Participant deferral / active EE | $11,272 | $5,051+123.2% | $6,247+80.4% | $3,332+238.3% |
| Admin fee / account holder | $6,084 | $5,420+12.3% | $9,243-34.2% | $4,645+31.0% |