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 | $218,425 | $124,425+75.5% | $112,040+95.0% | $137,256+59.1% |
| Participation rate | 95.2% | 79.3%+15.9pp | 76.5%+18.7pp | 80.0%+15.3pp |
| Annual return | 16.65% | 24.72%-8.1pp | 24.52%-7.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $3,501 | $3,411+2.6% | $2,954+18.5% | $4,156-15.8% |
| Participant deferral / active EE | $6,656 | $5,718+16.4% | $5,098+30.6% | $6,407+3.9% |
| Admin fee / account holder | $5,069 | $15,207-66.7% | $12,098-58.1% | $12,270-58.7% |