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 | $211,297 | $94,338+124.0% | $100,534+110.2% | $142,382+48.4% |
| Participation rate | 83.3% | 81.7%+1.6pp | 80.6%+2.7pp | 80.1%+3.2pp |
| Annual return | 14.22% | 29.20%-15.0pp | 32.66%-18.4pp | 217.08%-202.9pp |
| Employer contribution / active EE | $3,209 | $4,237-24.3% | $4,346-26.2% | $4,299-25.4% |
| Participant deferral / active EE | $5,612 | $5,934-5.4% | $6,144-8.7% | $6,507-13.8% |
| Admin fee / account holder | $7,086 | $8,421-15.9% | $7,654-7.4% | $12,624-43.9% |