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 | $189,250 | $77,503+144.2% | $100,391+88.5% | $80,856+134.1% |
| Participation rate | 88.7% | 76.9%+11.7pp | 81.5%+7.2pp | 67.6%+21.0pp |
| Annual return | 15.55% | 37.20%-21.6pp | 49.20%-33.6pp | 35.59%-20.0pp |
| Employer contribution / active EE | $2,346 | $2,801-16.3% | $3,942-40.5% | $2,755-14.9% |
| Participant deferral / active EE | $6,948 | $6,820+1.9% | $8,082-14.0% | $4,296+61.7% |
| Admin fee / account holder | $24,856 | $5,897+321.5% | $7,899+214.7% | $6,918+259.3% |