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 | $193,691 | $91,552+111.6% | $133,956+44.6% | $79,858+142.5% |
| Participation rate | 92.9% | 73.3%+19.5pp | 79.8%+13.0pp | 69.6%+23.2pp |
| Annual return | 13.07% | 61.85%-48.8pp | 45.09%-32.0pp | 31.71%-18.6pp |
| Employer contribution / active EE | $2,321 | $2,384-2.6% | $3,919-40.8% | $2,471-6.0% |
| Participant deferral / active EE | $0 | $3,733-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,610 | $6,321-74.5% | $8,927-82.0% | $5,306-69.7% |