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 | $95,803+104.1% | $113,168+72.8% | $84,808+130.5% |
| Participation rate | 81.8% | 72.9%+9.0pp | 76.6%+5.3pp | 68.3%+13.5pp |
| Annual return | 29.26% | 25.00%+4.3pp | 24.27%+5.0pp | 40.90%-11.6pp |
| Employer contribution / active EE | $2,340 | $2,360-0.8% | $2,975-21.3% | $2,631-11.1% |
| Participant deferral / active EE | $6,347 | $4,242+49.6% | $5,107+24.3% | $4,212+50.7% |
| Admin fee / account holder | $37,183 | $8,989+313.7% | $12,068+208.1% | $7,344+406.3% |