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 | $204,536 | $109,881+86.1% | $150,045+36.3% | $84,808+141.2% |
| Participation rate | 85.2% | 76.1%+9.1pp | 82.3%+2.9pp | 68.3%+16.9pp |
| Annual return | 16.70% | 28.25%-11.5pp | 62.55%-45.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,769 | $3,561-22.2% | $4,693-41.0% | $2,631+5.2% |
| Participant deferral / active EE | $15,417 | $6,636+132.3% | $7,997+92.8% | $4,212+266.1% |
| Admin fee / account holder | $3,006 | $8,568-64.9% | $13,435-77.6% | $7,344-59.1% |