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 | $221,399 | $109,413+102.4% | $156,263+41.7% | $84,808+161.1% |
| Participation rate | 94.4% | 72.7%+21.8pp | 78.9%+15.5pp | 68.3%+26.1pp |
| Annual return | 16.53% | 20.18%-3.6pp | 59.47%-42.9pp | 40.90%-24.4pp |
| Employer contribution / active EE | $3,712 | $2,907+27.7% | $4,333-14.3% | $2,631+41.1% |
| Participant deferral / active EE | $8,162 | $4,590+77.8% | $6,158+32.5% | $4,212+93.8% |
| Admin fee / account holder | $1,969 | $9,357-79.0% | $14,255-86.2% | $7,344-73.2% |