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 | $193,393 | $109,881+76.0% | $150,045+28.9% | $84,808+128.0% |
| Participation rate | 95.4% | 76.1%+19.3pp | 82.3%+13.1pp | 68.3%+27.1pp |
| Annual return | 16.41% | 28.25%-11.8pp | 62.55%-46.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $5,232 | $3,561+46.9% | $4,693+11.5% | $2,631+98.9% |
| Participant deferral / active EE | $9,370 | $6,636+41.2% | $7,997+17.2% | $4,212+122.5% |
| Admin fee / account holder | $6,432 | $8,568-24.9% | $13,435-52.1% | $7,344-12.4% |