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 | $192,425 | $109,413+75.9% | $156,263+23.1% | $84,808+126.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 16.26% | 20.18%-3.9pp | 59.47%-43.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $3,444 | $2,907+18.5% | $4,333-20.5% | $2,631+30.9% |
| Participant deferral / active EE | $6,310 | $4,590+37.5% | $6,158+2.5% | $4,212+49.8% |
| Admin fee / account holder | $7,551 | $9,357-19.3% | $14,255-47.0% | $7,344+2.8% |