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 | $195,290 | $109,413+78.5% | $156,263+25.0% | $84,808+130.3% |
| Participation rate | 94.4% | 72.7%+21.8pp | 78.9%+15.5pp | 68.3%+26.1pp |
| Annual return | 20.48% | 20.18%+0.3pp | 59.47%-39.0pp | 40.90%-20.4pp |
| Employer contribution / active EE | $2,791 | $2,907-4.0% | $4,333-35.6% | $2,631+6.1% |
| Participant deferral / active EE | $10,035 | $4,590+118.6% | $6,158+62.9% | $4,212+138.3% |
| Admin fee / account holder | $8,649 | $9,357-7.6% | $14,255-39.3% | $7,344+17.8% |