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 | $235,519 | $83,477+182.1% | $125,175+88.2% | $72,985+222.7% |
| Participation rate | 94.4% | 73.3%+21.1pp | 79.8%+14.7pp | 69.5%+25.0pp |
| Annual return | 23.54% | 25.78%-2.2pp | 43.79%-20.3pp | 81.00%-57.5pp |
| Employer contribution / active EE | $2,308 | $2,345-1.6% | $3,865-40.3% | $2,440-5.4% |
| Participant deferral / active EE | $5,474 | $3,585+52.7% | $4,937+10.9% | $3,607+51.8% |
| Admin fee / account holder | $7,407 | $5,517+34.2% | $9,702-23.7% | $5,124+44.5% |