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 | $197,422 | $154,117+28.1% | $129,995+51.9% | $139,434+41.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 21.43% | 32.48%-11.0pp | -137.18%+158.6pp | 372.94%-351.5pp |
| Employer contribution / active EE | $4,937 | $5,289-6.7% | $4,320+14.3% | $4,751+3.9% |
| Participant deferral / active EE | $6,671 | $6,710-0.6% | $5,820+14.6% | $6,710-0.6% |
| Admin fee / account holder | $2,493 | $14,007-82.2% | $10,614-76.5% | $11,403-78.1% |