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 | $215,682 | $109,881+96.3% | $150,045+43.7% | $84,808+154.3% |
| Participation rate | 75.0% | 76.1%-1.1pp | 82.3%-7.3pp | 68.3%+6.7pp |
| Annual return | 17.25% | 28.25%-11.0pp | 62.55%-45.3pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,371 | $3,561-61.5% | $4,693-70.8% | $2,631-47.9% |
| Participant deferral / active EE | $10,463 | $6,636+57.7% | $7,997+30.8% | $4,212+148.4% |
| Admin fee / account holder | $8,506 | $8,568-0.7% | $13,435-36.7% | $7,344+15.8% |