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 | $207,082 | $91,538+126.2% | $129,995+59.3% | $75,163+175.5% |
| Participation rate | 79.4% | 71.4%+8.0pp | 78.5%+0.9pp | 67.2%+12.2pp |
| Annual return | 15.12% | -631.11%+646.2pp | -137.18%+152.3pp | 160.62%-145.5pp |
| Employer contribution / active EE | $3,273 | $2,845+15.0% | $4,320-24.2% | $2,670+22.6% |
| Participant deferral / active EE | $9,757 | $4,341+124.8% | $5,820+67.7% | $4,125+136.5% |
| Admin fee / account holder | $3,881 | $6,790-42.8% | $10,614-63.4% | $5,651-31.3% |