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 8-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 | $191,656 | $127,065+50.8% | $113,168+69.4% | $142,382+34.6% |
| Participation rate | 92.9% | 79.2%+13.7pp | 76.6%+16.3pp | 80.1%+12.7pp |
| Annual return | 19.99% | 24.03%-4.0pp | 24.27%-4.3pp | 217.08%-197.1pp |
| Employer contribution / active EE | $10,776 | $3,442+213.1% | $2,975+262.2% | $4,299+150.7% |
| Participant deferral / active EE | $10,134 | $5,716+77.3% | $5,107+98.4% | $6,507+55.7% |
| Admin fee / account holder | $10,726 | $15,736-31.8% | $12,068-11.1% | $12,624-15.0% |