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 | $185,599 | $109,413+69.6% | $156,263+18.8% | $84,808+118.8% |
| Participation rate | 73.1% | 72.7%+0.4pp | 78.9%-5.8pp | 68.3%+4.8pp |
| Annual return | 24.21% | 20.18%+4.0pp | 59.47%-35.3pp | 40.90%-16.7pp |
| Employer contribution / active EE | $3,545 | $2,907+21.9% | $4,333-18.2% | $2,631+34.7% |
| Participant deferral / active EE | $8,324 | $4,590+81.4% | $6,158+35.2% | $4,212+97.6% |
| Admin fee / account holder | $2,029 | $9,357-78.3% | $14,255-85.8% | $7,344-72.4% |