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 | $204,346 | $109,359+86.9% | $162,163+26.0% | $72,985+180.0% |
| Participation rate | 89.5% | 84.3%+5.2pp | 87.6%+1.9pp | 69.5%+20.0pp |
| Annual return | 24.60% | 25.46%-0.9pp | 115.59%-91.0pp | 81.00%-56.4pp |
| Employer contribution / active EE | $3,803 | $3,907-2.7% | $5,614-32.3% | $2,440+55.9% |
| Participant deferral / active EE | $7,726 | $5,481+41.0% | $7,298+5.9% | $3,607+114.2% |
| Admin fee / account holder | $752 | $7,972-90.6% | $10,843-93.1% | $5,124-85.3% |