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 | $216,752 | $148,534+45.9% | $135,903+59.5% | $139,434+55.5% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 25.55% | 79.19%-53.6pp | 68.23%-42.7pp | 372.94%-347.4pp |
| Employer contribution / active EE | $3,742 | $5,243-28.6% | $4,856-22.9% | $4,751-21.2% |
| Participant deferral / active EE | $11,489 | $8,100+41.8% | $7,758+48.1% | $6,710+71.2% |
| Admin fee / account holder | $7,351 | $12,400-40.7% | $10,762-31.7% | $11,403-35.5% |