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 | $194,430 | $109,881+76.9% | $150,045+29.6% | $84,808+129.3% |
| Participation rate | 86.4% | 76.1%+10.3pp | 82.3%+4.0pp | 68.3%+18.1pp |
| Annual return | 17.45% | 28.25%-10.8pp | 62.55%-45.1pp | 40.90%-23.4pp |
| Employer contribution / active EE | $7,529 | $3,561+111.4% | $4,693+60.4% | $2,631+186.2% |
| Participant deferral / active EE | $12,173 | $6,636+83.4% | $7,997+52.2% | $4,212+189.0% |
| Admin fee / account holder | $10,075 | $8,568+17.6% | $13,435-25.0% | $7,344+37.2% |