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 | $190,043 | $117,841+61.3% | $102,423+85.5% | $145,922+30.2% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 14.65% | 31.65%-17.0pp | 29.32%-14.7pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,633 | $3,615-54.8% | $3,023-46.0% | $4,660-65.0% |
| Participant deferral / active EE | $3,161 | $5,731-44.8% | $5,053-37.4% | $6,688-52.7% |
| Admin fee / account holder | $2,898 | $13,326-78.3% | $9,451-69.3% | $13,397-78.4% |