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 | $193,623 | $109,881+76.2% | $150,045+29.0% | $84,808+128.3% |
| Participation rate | 98.3% | 76.1%+22.2pp | 82.3%+16.0pp | 68.3%+30.0pp |
| Annual return | 20.00% | 28.25%-8.2pp | 62.55%-42.5pp | 40.90%-20.9pp |
| Employer contribution / active EE | $3,630 | $3,561+1.9% | $4,693-22.6% | $2,631+38.0% |
| Participant deferral / active EE | $8,725 | $6,636+31.5% | $7,997+9.1% | $4,212+107.2% |
| Admin fee / account holder | $3,379 | $8,568-60.6% | $13,435-74.8% | $7,344-54.0% |