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 | $242,005 | $80,673+200.0% | $101,326+138.8% | $84,808+185.4% |
| Participation rate | 83.9% | 77.8%+6.1pp | 81.5%+2.4pp | 68.3%+15.6pp |
| Annual return | 16.38% | 38.95%-22.6pp | 36.82%-20.4pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,474 | $2,698-8.3% | $3,665-32.5% | $2,631-6.0% |
| Participant deferral / active EE | $6,445 | $6,840-5.8% | $7,994-19.4% | $4,212+53.0% |
| Admin fee / account holder | $707 | $12,784-94.5% | $11,185-93.7% | $7,344-90.4% |