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 | $241,117 | $179,726+34.2% | $156,263+54.3% | $142,382+69.3% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 20.67% | 77.86%-57.2pp | 59.47%-38.8pp | 217.08%-196.4pp |
| Employer contribution / active EE | $2,868 | $5,069-43.4% | $4,333-33.8% | $4,299-33.3% |
| Participant deferral / active EE | $7,213 | $6,956+3.7% | $6,158+17.1% | $6,507+10.8% |
| Admin fee / account holder | $825 | $17,272-95.2% | $14,255-94.2% | $12,624-93.5% |