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 | $217,967 | $94,625+130.3% | $116,228+87.5% | $84,808+157.0% |
| Participation rate | 73.3% | 70.4%+2.9pp | 74.6%-1.2pp | 68.3%+5.0pp |
| Annual return | 14.59% | 20.40%-5.8pp | 90.06%-75.5pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,862 | $2,347+22.0% | $2,994-4.4% | $2,631+8.8% |
| Participant deferral / active EE | $5,939 | $3,972+49.5% | $4,953+19.9% | $4,212+41.0% |
| Admin fee / account holder | $5,977 | $10,091-40.8% | $11,989-50.1% | $7,344-18.6% |