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 | $236,102 | $94,625+149.5% | $116,228+103.1% | $84,808+178.4% |
| Participation rate | 95.3% | 70.4%+24.9pp | 74.6%+20.8pp | 68.3%+27.0pp |
| Annual return | 16.48% | 20.40%-3.9pp | 90.06%-73.6pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,977 | $2,347-15.8% | $2,994-34.0% | $2,631-24.9% |
| Participant deferral / active EE | $4,653 | $3,972+17.2% | $4,953-6.1% | $4,212+10.5% |
| Admin fee / account holder | $10,701 | $10,091+6.0% | $11,989-10.7% | $7,344+45.7% |