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 | $203,578 | $148,534+37.1% | $135,903+49.8% | $139,434+46.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.26% | 79.19%-59.9pp | 68.23%-49.0pp | 372.94%-353.7pp |
| Employer contribution / active EE | $3,686 | $5,243-29.7% | $4,856-24.1% | $4,751-22.4% |
| Participant deferral / active EE | $9,439 | $8,100+16.5% | $7,758+21.7% | $6,710+40.7% |
| Admin fee / account holder | $16,434 | $12,400+32.5% | $10,762+52.7% | $11,403+44.1% |