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 | $206,081 | $101,724+102.6% | $164,813+25.0% | $80,856+154.9% |
| Participation rate | 80.3% | 71.8%+8.5pp | 78.6%+1.7pp | 67.6%+12.7pp |
| Annual return | 12.53% | 16.72%-4.2pp | 69.93%-57.4pp | 35.59%-23.1pp |
| Employer contribution / active EE | $2,898 | $2,953-1.9% | $4,341-33.2% | $2,755+5.2% |
| Participant deferral / active EE | $6,124 | $4,477+36.8% | $6,031+1.5% | $4,296+42.6% |
| Admin fee / account holder | $16,597 | $8,227+101.7% | $12,690+30.8% | $6,918+139.9% |