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 | $195,841 | $109,881+78.2% | $150,045+30.5% | $84,808+130.9% |
| Participation rate | 90.9% | 76.1%+14.8pp | 82.3%+8.6pp | 68.3%+22.6pp |
| Annual return | 17.74% | 28.25%-10.5pp | 62.55%-44.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $3,299 | $3,561-7.4% | $4,693-29.7% | $2,631+25.4% |
| Participant deferral / active EE | $8,797 | $6,636+32.6% | $7,997+10.0% | $4,212+108.9% |
| Admin fee / account holder | $17,650 | $8,568+106.0% | $13,435+31.4% | $7,344+140.3% |