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 | $214,341 | $109,881+95.1% | $150,045+42.9% | $84,808+152.7% |
| Participation rate | 88.6% | 76.1%+12.6pp | 82.3%+6.3pp | 68.3%+20.3pp |
| Annual return | 16.86% | 28.25%-11.4pp | 62.55%-45.7pp | 40.90%-24.0pp |
| Employer contribution / active EE | $4,316 | $3,561+21.2% | $4,693-8.0% | $2,631+64.0% |
| Participant deferral / active EE | $7,569 | $6,636+14.1% | $7,997-5.4% | $4,212+79.7% |
| Admin fee / account holder | $16,698 | $8,568+94.9% | $13,435+24.3% | $7,344+127.4% |