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 | $191,159 | $109,881+74.0% | $150,045+27.4% | $84,808+125.4% |
| Participation rate | 89.7% | 76.1%+13.6pp | 82.3%+7.3pp | 68.3%+21.3pp |
| Annual return | 19.27% | 28.25%-9.0pp | 62.55%-43.3pp | 40.90%-21.6pp |
| Employer contribution / active EE | $4,038 | $3,561+13.4% | $4,693-14.0% | $2,631+53.5% |
| Participant deferral / active EE | $12,266 | $6,636+84.8% | $7,997+53.4% | $4,212+191.2% |
| Admin fee / account holder | $1,683 | $8,568-80.4% | $13,435-87.5% | $7,344-77.1% |