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 | $190,008 | $86,891+118.7% | $142,449+33.4% | $75,163+152.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.8%+23.2pp | 67.2%+32.8pp |
| Annual return | 17.72% | 23.31%-5.6pp | 19.99%-2.3pp | 160.62%-142.9pp |
| Employer contribution / active EE | $3,228 | $3,355-3.8% | $4,847-33.4% | $2,670+20.9% |
| Participant deferral / active EE | $4,291 | $4,938-13.1% | $6,283-31.7% | $4,125+4.0% |
| Admin fee / account holder | $8,869 | $7,299+21.5% | $10,011-11.4% | $5,651+57.0% |