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 | $226,752 | $109,881+106.4% | $150,045+51.1% | $84,808+167.4% |
| Participation rate | 86.8% | 76.1%+10.8pp | 82.3%+4.5pp | 68.3%+18.5pp |
| Annual return | 17.69% | 28.25%-10.6pp | 62.55%-44.9pp | 40.90%-23.2pp |
| Employer contribution / active EE | $3,974 | $3,561+11.6% | $4,693-15.3% | $2,631+51.0% |
| Participant deferral / active EE | $9,596 | $6,636+44.6% | $7,997+20.0% | $4,212+127.9% |
| Admin fee / account holder | $4,549 | $8,568-46.9% | $13,435-66.1% | $7,344-38.1% |