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 | $195,960 | $59,839+227.5% | $81,983+139.0% | $79,858+145.4% |
| Participation rate | 70.2% | 61.6%+8.6pp | 69.2%+1.0pp | 69.6%+0.6pp |
| Annual return | 17.00% | 17.56%-0.6pp | 41.31%-24.3pp | 31.71%-14.7pp |
| Employer contribution / active EE | $2,934 | $1,713+71.2% | $2,498+17.5% | $2,471+18.7% |
| Participant deferral / active EE | $7,824 | $2,695+190.3% | $3,722+110.2% | $3,740+109.2% |
| Admin fee / account holder | $4,587 | $4,287+7.0% | $5,664-19.0% | $5,306-13.6% |