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 8-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 | $203,514 | $185,822+9.5% | $169,993+19.7% | $139,434+46.0% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 17.31% | 60.50%-43.2pp | 53.37%-36.1pp | 372.94%-355.6pp |
| Employer contribution / active EE | $6,006 | $7,590-20.9% | $6,785-11.5% | $4,751+26.4% |
| Participant deferral / active EE | $8,737 | $11,622-24.8% | $10,408-16.1% | $6,710+30.2% |
| Admin fee / account holder | $2,076 | $15,381-86.5% | $12,815-83.8% | $11,403-81.8% |