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 | $191,962 | $85,766+123.8% | $136,294+40.8% | $70,131+173.7% |
| Participation rate | 73.2% | 74.2%-1.0pp | 81.9%-8.8pp | 69.5%+3.6pp |
| Annual return | 16.20% | 31.45%-15.3pp | 5155.94%-5139.7pp | 73.14%-56.9pp |
| Employer contribution / active EE | $3,233 | $2,966+9.0% | $4,695-31.1% | $2,342+38.0% |
| Participant deferral / active EE | $8,050 | $5,051+59.4% | $6,247+28.9% | $3,332+141.6% |
| Admin fee / account holder | $20,354 | $5,420+275.5% | $9,243+120.2% | $4,645+338.2% |