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 | $193,586 | $165,984+16.6% | $164,813+17.5% | $145,922+32.7% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 12.70% | 100.03%-87.3pp | 69.93%-57.2pp | 561.29%-548.6pp |
| Employer contribution / active EE | $3,521 | $5,273-33.2% | $4,341-18.9% | $4,660-24.4% |
| Participant deferral / active EE | $6,229 | $6,959-10.5% | $6,031+3.3% | $6,688-6.9% |
| Admin fee / account holder | $33,257 | $16,648+99.8% | $12,690+162.1% | $13,397+148.2% |