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 | $142,157 | $98,750+44.0% | $149,696-5.0% | $79,858+78.0% |
| Participation rate | 95.9% | 75.8%+20.1pp | 82.5%+13.4pp | 69.6%+26.3pp |
| Annual return | 23.96% | 27.43%-3.5pp | 276.60%-252.6pp | 31.71%-7.8pp |
| Employer contribution / active EE | $2,958 | $3,216-8.0% | $4,644-36.3% | $2,471+19.7% |
| Participant deferral / active EE | $6,881 | $5,680+21.1% | $6,842+0.6% | $3,740+84.0% |
| Admin fee / account holder | $9,789 | $6,053+61.7% | $9,309+5.2% | $5,306+84.5% |