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 | $229,755 | $109,881+109.1% | $150,045+53.1% | $84,808+170.9% |
| Participation rate | 94.3% | 76.1%+18.2pp | 82.3%+12.0pp | 68.3%+26.0pp |
| Annual return | 16.40% | 28.25%-11.8pp | 62.55%-46.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,503 | $3,561-29.7% | $4,693-46.7% | $2,631-4.9% |
| Participant deferral / active EE | $12,593 | $6,636+89.8% | $7,997+57.5% | $4,212+199.0% |
| Admin fee / account holder | $5,568 | $8,568-35.0% | $13,435-58.6% | $7,344-24.2% |