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 | $144,922 | $198,466-27.0% | $170,442-15.0% | $147,584-1.8% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 13.80% | 257.29%-243.5pp | 205.93%-192.1pp | 578.55%-564.7pp |
| Employer contribution / active EE | $12,779 | $6,184+106.7% | $5,433+135.2% | $4,876+162.1% |
| Participant deferral / active EE | $4,200 | $5,629-25.4% | $4,939-15.0% | $5,439-22.8% |
| Admin fee / account holder | $121,010 | $16,852+618.1% | $13,880+771.8% | $10,885+1011.7% |