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 | $202,217 | $109,881+84.0% | $150,045+34.8% | $84,808+138.4% |
| Participation rate | 98.1% | 76.1%+22.0pp | 82.3%+15.8pp | 68.3%+29.8pp |
| Annual return | 15.39% | 28.25%-12.9pp | 62.55%-47.2pp | 40.90%-25.5pp |
| Employer contribution / active EE | $3,637 | $3,561+2.1% | $4,693-22.5% | $2,631+38.2% |
| Participant deferral / active EE | $8,158 | $6,636+22.9% | $7,997+2.0% | $4,212+93.7% |
| Admin fee / account holder | $21,519 | $8,568+151.2% | $13,435+60.2% | $7,344+193.0% |