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 | $194,074 | $91,552+112.0% | $133,956+44.9% | $79,858+143.0% |
| Participation rate | 94.2% | 73.3%+20.9pp | 79.8%+14.4pp | 69.6%+24.6pp |
| Annual return | 24.12% | 61.85%-37.7pp | 45.09%-21.0pp | 31.71%-7.6pp |
| Employer contribution / active EE | $2,164 | $2,384-9.2% | $3,919-44.8% | $2,471-12.4% |
| Participant deferral / active EE | $5,771 | $3,733+54.6% | $5,048+14.3% | $3,740+54.3% |
| Admin fee / account holder | $8,619 | $6,321+36.4% | $8,927-3.4% | $5,306+62.4% |