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 | $234,508 | $109,881+113.4% | $150,045+56.3% | $84,808+176.5% |
| Participation rate | 92.6% | 76.1%+16.5pp | 82.3%+10.3pp | 68.3%+24.3pp |
| Annual return | 15.55% | 28.25%-12.7pp | 62.55%-47.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $3,762 | $3,561+5.6% | $4,693-19.8% | $2,631+43.0% |
| Participant deferral / active EE | $11,512 | $6,636+73.5% | $7,997+44.0% | $4,212+173.3% |
| Admin fee / account holder | $33,676 | $8,568+293.0% | $13,435+150.7% | $7,344+358.6% |