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 9-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 | $192,300 | $109,413+75.8% | $156,263+23.1% | $84,808+126.7% |
| Participation rate | 71.9% | 72.7%-0.8pp | 78.9%-7.0pp | 68.3%+3.6pp |
| Annual return | 19.74% | 20.18%-0.4pp | 59.47%-39.7pp | 40.90%-21.2pp |
| Employer contribution / active EE | $3,129 | $2,907+7.6% | $4,333-27.8% | $2,631+18.9% |
| Participant deferral / active EE | $7,814 | $4,590+70.2% | $6,158+26.9% | $4,212+85.5% |
| Admin fee / account holder | $1,420 | $9,357-84.8% | $14,255-90.0% | $7,344-80.7% |