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 | $228,044 | $97,744+133.3% | $103,476+120.4% | $145,922+56.3% |
| Participation rate | 75.0% | 81.1%-6.1pp | 80.5%-5.5pp | 80.3%-5.3pp |
| Annual return | 17.37% | 25.41%-8.0pp | 23.90%-6.5pp | 561.29%-543.9pp |
| Employer contribution / active EE | $10,383 | $4,677+122.0% | $4,672+122.2% | $4,660+122.8% |
| Participant deferral / active EE | $7,909 | $6,603+19.8% | $6,623+19.4% | $6,688+18.3% |
| Admin fee / account holder | $3,783 | $12,515-69.8% | $9,413-59.8% | $13,397-71.8% |