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 | $188,586 | $98,750+91.0% | $149,696+26.0% | $79,858+136.2% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.5%+10.4pp | 69.6%+23.2pp |
| Annual return | 13.55% | 27.43%-13.9pp | 276.60%-263.0pp | 31.71%-18.2pp |
| Employer contribution / active EE | $2,769 | $3,216-13.9% | $4,644-40.4% | $2,471+12.1% |
| Participant deferral / active EE | $4,418 | $5,680-22.2% | $6,842-35.4% | $3,740+18.1% |
| Admin fee / account holder | $6,549 | $6,053+8.2% | $9,309-29.6% | $5,306+23.4% |