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 | $198,266 | $109,881+80.4% | $150,045+32.1% | $84,808+133.8% |
| Participation rate | 86.7% | 76.1%+10.6pp | 82.3%+4.3pp | 68.3%+18.4pp |
| Annual return | 17.74% | 28.25%-10.5pp | 62.55%-44.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $19,306 | $3,561+442.1% | $4,693+311.4% | $2,631+633.8% |
| Participant deferral / active EE | $3,805 | $6,636-42.7% | $7,997-52.4% | $4,212-9.7% |
| Admin fee / account holder | $64,263 | $8,568+650.0% | $13,435+378.3% | $7,344+775.1% |