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 | $249,793 | $93,571+167.0% | $135,903+83.8% | $75,163+232.3% |
| Participation rate | 87.9% | 75.2%+12.7pp | 81.9%+6.0pp | 67.2%+20.7pp |
| Annual return | 28.04% | 30.90%-2.9pp | 68.23%-40.2pp | 160.62%-132.6pp |
| Employer contribution / active EE | $4,632 | $3,537+31.0% | $4,856-4.6% | $2,670+73.5% |
| Participant deferral / active EE | $10,783 | $6,404+68.4% | $7,758+39.0% | $4,125+161.4% |
| Admin fee / account holder | $2,035 | $6,975-70.8% | $10,762-81.1% | $5,651-64.0% |