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 | $208,919 | $104,974+99.0% | $95,585+118.6% | $142,382+46.7% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 20.20% | 210.33%-190.1pp | 38.56%-18.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,029 | $2,779-27.0% | $2,527-19.7% | $4,299-52.8% |
| Participant deferral / active EE | $7,481 | $4,352+71.9% | $4,023+86.0% | $6,507+15.0% |
| Admin fee / account holder | $1,904 | $6,386-70.2% | $6,127-68.9% | $12,624-84.9% |