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 | $205,198 | $109,881+86.7% | $150,045+36.8% | $84,808+142.0% |
| Participation rate | 93.8% | 76.1%+17.7pp | 82.3%+11.4pp | 68.3%+25.4pp |
| Annual return | 18.23% | 28.25%-10.0pp | 62.55%-44.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $4,237 | $3,561+19.0% | $4,693-9.7% | $2,631+61.1% |
| Participant deferral / active EE | $10,638 | $6,636+60.3% | $7,997+33.0% | $4,212+152.6% |
| Admin fee / account holder | $7,604 | $8,568-11.2% | $13,435-43.4% | $7,344+3.5% |