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 | $186,886 | $78,926+136.8% | $136,749+36.7% | $84,808+120.4% |
| Participation rate | 97.2% | 62.2%+35.0pp | 72.1%+25.1pp | 68.3%+28.9pp |
| Annual return | 17.64% | 18.17%-0.5pp | 24.33%-6.7pp | 40.90%-23.3pp |
| Employer contribution / active EE | $3,333 | $2,134+56.2% | $3,400-1.9% | $2,631+26.7% |
| Participant deferral / active EE | $4,783 | $3,168+51.0% | $4,692+1.9% | $4,212+13.6% |
| Admin fee / account holder | $3,994 | $6,369-37.3% | $11,386-64.9% | $7,344-45.6% |