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 | $203,284 | $94,625+114.8% | $116,228+74.9% | $84,808+139.7% |
| Participation rate | 97.4% | 70.4%+26.9pp | 74.6%+22.8pp | 68.3%+29.1pp |
| Annual return | 15.40% | 20.40%-5.0pp | 90.06%-74.7pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,690 | $2,347+14.6% | $2,994-10.2% | $2,631+2.3% |
| Participant deferral / active EE | $7,973 | $3,972+100.7% | $4,953+61.0% | $4,212+89.3% |
| Admin fee / account holder | $2,987 | $10,091-70.4% | $11,989-75.1% | $7,344-59.3% |