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 | $191,051 | $106,749+79.0% | $145,433+31.4% | $82,448+131.7% |
| Participation rate | 88.9% | 75.6%+13.2pp | 82.1%+6.8pp | 68.1%+20.8pp |
| Annual return | 17.70% | 27.59%-9.9pp | 66.58%-48.9pp | 41.64%-23.9pp |
| Employer contribution / active EE | $3,002 | $3,444-12.8% | $4,554-34.1% | $2,551+17.7% |
| Participant deferral / active EE | $11,100 | $6,519+70.3% | $7,897+40.6% | $4,139+168.2% |
| Admin fee / account holder | $16,063 | $8,390+91.5% | $13,129+22.3% | $7,234+122.0% |