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 | $217,417 | $149,734+45.2% | $118,925+82.8% | $158,922+36.8% |
| Participation rate | 80.0% | 82.1%-2.1pp | 75.4%+4.6pp | 82.0%-2.0pp |
| Annual return | 13.61% | 19.95%-6.3pp | 35.88%-22.3pp | 302.83%-289.2pp |
| Employer contribution / active EE | $6,016 | $4,115+46.2% | $3,263+84.4% | $4,761+26.4% |
| Participant deferral / active EE | $11,026 | $5,223+111.1% | $4,265+158.5% | $5,982+84.3% |
| Admin fee / account holder | $1,680 | $8,603-80.5% | $6,581-74.5% | $11,246-85.1% |