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 | $201,503 | $109,413+84.2% | $156,263+29.0% | $84,808+137.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 16.67% | 20.18%-3.5pp | 59.47%-42.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $3,665 | $2,907+26.1% | $4,333-15.4% | $2,631+39.3% |
| Participant deferral / active EE | $3,659 | $4,590-20.3% | $6,158-40.6% | $4,212-13.1% |
| Admin fee / account holder | $3,383 | $9,357-63.8% | $14,255-76.3% | $7,344-53.9% |