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 | $194,174 | $109,413+77.5% | $156,263+24.3% | $84,808+129.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 15.32% | 20.18%-4.9pp | 59.47%-44.1pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,678 | $2,907+26.5% | $4,333-15.1% | $2,631+39.8% |
| Participant deferral / active EE | $6,621 | $4,590+44.3% | $6,158+7.5% | $4,212+57.2% |
| Admin fee / account holder | $7,537 | $9,357-19.4% | $14,255-47.1% | $7,344+2.6% |