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 | $190,492 | $109,359+74.2% | $162,163+17.5% | $72,985+161.0% |
| Participation rate | 83.3% | 84.3%-0.9pp | 87.6%-4.2pp | 69.5%+13.8pp |
| Annual return | 18.93% | 25.46%-6.5pp | 115.59%-96.7pp | 81.00%-62.1pp |
| Employer contribution / active EE | $3,010 | $3,907-23.0% | $5,614-46.4% | $2,440+23.4% |
| Participant deferral / active EE | $7,592 | $5,481+38.5% | $7,298+4.0% | $3,607+110.5% |
| Admin fee / account holder | $1,595 | $7,972-80.0% | $10,843-85.3% | $5,124-68.9% |