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 | $134,718 | $137,414-2.0% | $189,513-28.9% | $85,850+56.9% |
| Participation rate | 93.1% | 84.6%+8.5pp | 87.8%+5.3pp | 69.3%+23.8pp |
| Annual return | 14.48% | 38.14%-23.7pp | 555.15%-540.7pp | 318.53%-304.1pp |
| Employer contribution / active EE | $7,455 | $4,344+71.6% | $6,162+21.0% | $2,565+190.6% |
| Participant deferral / active EE | $10,192 | $6,260+62.8% | $8,221+24.0% | $3,952+157.9% |
| Admin fee / account holder | $5,488 | $8,630-36.4% | $12,045-54.4% | $6,260-12.3% |