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 | $221,587 | $115,882+91.2% | $100,516+120.5% | $158,922+39.4% |
| Participation rate | 71.4% | 81.6%-10.1pp | 79.4%-8.0pp | 82.0%-10.5pp |
| Annual return | 20.56% | 34.79%-14.2pp | 30.89%-10.3pp | 302.83%-282.3pp |
| Employer contribution / active EE | $7,506 | $4,103+82.9% | $3,418+119.6% | $4,761+57.7% |
| Participant deferral / active EE | $5,773 | $6,674-13.5% | $6,270-7.9% | $5,982-3.5% |
| Admin fee / account holder | $1,507 | $10,995-86.3% | $8,081-81.4% | $11,246-86.6% |