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 | $197,764 | $93,571+111.4% | $135,903+45.5% | $75,163+163.1% |
| Participation rate | 75.0% | 75.2%-0.2pp | 81.9%-6.9pp | 67.2%+7.8pp |
| Annual return | 25.22% | 30.90%-5.7pp | 68.23%-43.0pp | 160.62%-135.4pp |
| Employer contribution / active EE | $2,773 | $3,537-21.6% | $4,856-42.9% | $2,670+3.9% |
| Participant deferral / active EE | $5,654 | $6,404-11.7% | $7,758-27.1% | $4,125+37.1% |
| Admin fee / account holder | $2,775 | $6,975-60.2% | $10,762-74.2% | $5,651-50.9% |