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 | $192,341 | $104,907+83.3% | $84,611+127.3% | $152,861+25.8% |
| Participation rate | 81.0% | 74.8%+6.1pp | 68.2%+12.7pp | 82.4%-1.5pp |
| Annual return | 16.05% | 373.79%-357.7pp | 258.74%-242.7pp | 345.32%-329.3pp |
| Employer contribution / active EE | $3,046 | $3,302-7.8% | $2,652+14.8% | $4,762-36.0% |
| Participant deferral / active EE | $5,973 | $4,688+27.4% | $3,899+53.2% | $5,850+2.1% |
| Admin fee / account holder | $2,155 | $6,241-65.5% | $4,912-56.1% | $11,596-81.4% |