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 | $194,253 | $109,881+76.8% | $150,045+29.5% | $84,808+129.1% |
| Participation rate | 87.8% | 76.1%+11.7pp | 82.3%+5.5pp | 68.3%+19.5pp |
| Annual return | 18.45% | 28.25%-9.8pp | 62.55%-44.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $6,804 | $3,561+91.1% | $4,693+45.0% | $2,631+158.6% |
| Participant deferral / active EE | $16,019 | $6,636+141.4% | $7,997+100.3% | $4,212+280.4% |
| Admin fee / account holder | $6,538 | $8,568-23.7% | $13,435-51.3% | $7,344-11.0% |