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 8-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 | $195,515 | $95,453+104.8% | $112,040+74.5% | $82,448+137.1% |
| Participation rate | 81.8% | 72.8%+9.1pp | 76.5%+5.3pp | 68.1%+13.8pp |
| Annual return | 29.26% | 23.92%+5.3pp | 24.52%+4.7pp | 41.64%-12.4pp |
| Employer contribution / active EE | $2,340 | $2,318+1.0% | $2,954-20.8% | $2,551-8.3% |
| Participant deferral / active EE | $6,347 | $4,224+50.3% | $5,098+24.5% | $4,139+53.3% |
| Admin fee / account holder | $37,183 | $9,013+312.5% | $12,098+207.3% | $7,234+414.0% |