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 | $195,736 | $138,347+41.5% | $184,203+6.3% | $80,856+142.1% |
| Participation rate | 97.5% | 83.9%+13.6pp | 86.8%+10.6pp | 67.6%+29.8pp |
| Annual return | 20.30% | 20.02%+0.3pp | 28.81%-8.5pp | 35.59%-15.3pp |
| Employer contribution / active EE | $7,247 | $4,850+49.4% | $6,427+12.8% | $2,755+163.1% |
| Participant deferral / active EE | $7,677 | $7,071+8.6% | $9,131-15.9% | $4,296+78.7% |
| Admin fee / account holder | $3,822 | $10,483-63.5% | $13,901-72.5% | $6,918-44.8% |