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 | $207,985 | $106,515+95.3% | $96,683+115.1% | $139,434+49.2% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 14.17% | 38.43%-24.3pp | 35.69%-21.5pp | 372.94%-358.8pp |
| Employer contribution / active EE | $2,547 | $4,103-37.9% | $3,737-31.8% | $4,751-46.4% |
| Participant deferral / active EE | $4,869 | $5,454-10.7% | $4,878-0.2% | $6,710-27.4% |
| Admin fee / account holder | $1,986 | $7,877-74.8% | $6,730-70.5% | $11,403-82.6% |