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 | $200,266 | $100,326+99.6% | $180,183+11.1% | $84,808+136.1% |
| Participation rate | 83.3% | 71.0%+12.3pp | 77.4%+5.9pp | 68.3%+15.0pp |
| Annual return | 15.41% | 17.86%-2.4pp | 27.86%-12.5pp | 40.90%-25.5pp |
| Employer contribution / active EE | $3,533 | $3,269+8.1% | $5,039-29.9% | $2,631+34.3% |
| Participant deferral / active EE | $9,212 | $5,066+81.8% | $6,822+35.0% | $4,212+118.7% |
| Admin fee / account holder | $1,251 | $9,674-87.1% | $19,975-93.7% | $7,344-83.0% |