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 | $140,727 | $98,750+42.5% | $149,696-6.0% | $79,858+76.2% |
| Participation rate | 97.1% | 75.8%+21.4pp | 82.5%+14.7pp | 69.6%+27.5pp |
| Annual return | 13.01% | 27.43%-14.4pp | 276.60%-263.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $967 | $3,216-69.9% | $4,644-79.2% | $2,471-60.9% |
| Participant deferral / active EE | $6,839 | $5,680+20.4% | $6,8420% | $3,740+82.9% |
| Admin fee / account holder | $5,588 | $6,053-7.7% | $9,309-40.0% | $5,306+5.3% |