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 | $189,894 | $108,919+74.3% | $100,391+89.2% | $145,922+30.1% |
| Participation rate | 87.5% | 82.9%+4.6pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 14.89% | 57.88%-43.0pp | 49.20%-34.3pp | 561.29%-546.4pp |
| Employer contribution / active EE | $4,568 | $4,419+3.4% | $3,942+15.9% | $4,660-2.0% |
| Participant deferral / active EE | $8,605 | $8,445+1.9% | $8,082+6.5% | $6,688+28.7% |
| Admin fee / account holder | $1,086 | $9,689-88.8% | $7,899-86.2% | $13,397-91.9% |