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 | $191,704 | $154,117+24.4% | $129,995+47.5% | $139,434+37.5% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 13.47% | 32.48%-19.0pp | -137.18%+150.6pp | 372.94%-359.5pp |
| Employer contribution / active EE | $4,787 | $5,289-9.5% | $4,320+10.8% | $4,751+0.8% |
| Participant deferral / active EE | $10,653 | $6,710+58.8% | $5,820+83.0% | $6,710+58.8% |
| Admin fee / account holder | $844 | $14,007-94.0% | $10,614-92.0% | $11,403-92.6% |