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 | $68,781 | $98,750-30.3% | $149,696-54.1% | $79,858-13.9% |
| Participation rate | 94.7% | 75.8%+18.9pp | 82.5%+12.2pp | 69.6%+25.0pp |
| Annual return | 18.88% | 27.43%-8.5pp | 276.60%-257.7pp | 31.71%-12.8pp |
| Employer contribution / active EE | $3,129 | $3,216-2.7% | $4,644-32.6% | $2,471+26.7% |
| Participant deferral / active EE | $7,000 | $5,680+23.2% | $6,842+2.3% | $3,740+87.2% |
| Admin fee / account holder | $1,267 | $6,053-79.1% | $9,309-86.4% | $5,306-76.1% |