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 | $223,237 | $109,881+103.2% | $150,045+48.8% | $84,808+163.2% |
| Participation rate | 87.9% | 76.1%+11.8pp | 82.3%+5.6pp | 68.3%+19.6pp |
| Annual return | 17.94% | 28.25%-10.3pp | 62.55%-44.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $3,626 | $3,561+1.8% | $4,693-22.7% | $2,631+37.8% |
| Participant deferral / active EE | $11,195 | $6,636+68.7% | $7,997+40.0% | $4,212+165.8% |
| Admin fee / account holder | $10,930 | $8,568+27.6% | $13,435-18.6% | $7,344+48.8% |