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 5-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 | $249,265 | $111,754+123.0% | $103,333+141.2% | $145,922+70.8% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 12.26% | 24.77%-12.5pp | 24.88%-12.6pp | 561.29%-549.0pp |
| Employer contribution / active EE | $8,013 | $4,212+90.2% | $3,868+107.2% | $4,660+72.0% |
| Participant deferral / active EE | $1,957 | $5,619-65.2% | $5,057-61.3% | $6,688-70.7% |
| Admin fee / account holder | $2,873 | $9,750-70.5% | $8,355-65.6% | $13,397-78.6% |