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 | $188,800 | $109,881+71.8% | $150,045+25.8% | $84,808+122.6% |
| Participation rate | 82.1% | 76.1%+6.0pp | 82.3%-0.3pp | 68.3%+13.7pp |
| Annual return | 18.55% | 28.25%-9.7pp | 62.55%-44.0pp | 40.90%-22.3pp |
| Employer contribution / active EE | $3,739 | $3,561+5.0% | $4,693-20.3% | $2,631+42.1% |
| Participant deferral / active EE | $9,690 | $6,636+46.0% | $7,997+21.2% | $4,212+130.1% |
| Admin fee / account holder | $9,061 | $8,568+5.8% | $13,435-32.6% | $7,344+23.4% |