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 | $206,729 | $109,881+88.1% | $150,045+37.8% | $84,808+143.8% |
| Participation rate | 83.5% | 76.1%+7.4pp | 82.3%+1.2pp | 68.3%+15.2pp |
| Annual return | 14.50% | 28.25%-13.7pp | 62.55%-48.1pp | 40.90%-26.4pp |
| Employer contribution / active EE | $3,446 | $3,561-3.2% | $4,693-26.6% | $2,631+31.0% |
| Participant deferral / active EE | $9,674 | $6,636+45.8% | $7,997+21.0% | $4,212+129.7% |
| Admin fee / account holder | $1,500 | $8,568-82.5% | $13,435-88.8% | $7,344-79.6% |