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 | $187,003 | $81,460+129.6% | $103,333+81.0% | $80,856+131.3% |
| Participation rate | 84.9% | 66.8%+18.1pp | 74.5%+10.4pp | 67.6%+17.3pp |
| Annual return | 14.84% | 25.55%-10.7pp | 24.88%-10.0pp | 35.59%-20.8pp |
| Employer contribution / active EE | $3,045 | $3,105-1.9% | $3,868-21.3% | $2,755+10.5% |
| Participant deferral / active EE | $8,797 | $3,869+127.4% | $5,057+73.9% | $4,296+104.8% |
| Admin fee / account holder | $9,364 | $6,566+42.6% | $8,355+12.1% | $6,918+35.4% |