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 | $140,451 | $85,766+63.8% | $136,294+3.1% | $70,131+100.3% |
| Participation rate | 85.6% | 74.2%+11.4pp | 81.9%+3.6pp | 69.5%+16.0pp |
| Annual return | 16.52% | 31.45%-14.9pp | 5155.94%-5139.4pp | 73.14%-56.6pp |
| Employer contribution / active EE | $621 | $2,966-79.1% | $4,695-86.8% | $2,342-73.5% |
| Participant deferral / active EE | $7,713 | $5,051+52.7% | $6,247+23.5% | $3,332+131.5% |
| Admin fee / account holder | $3,331 | $5,420-38.6% | $9,243-64.0% | $4,645-28.3% |