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 | $104,070 | $77,314+34.6% | $177,989-41.5% | $80,856+28.7% |
| Participation rate | 89.2% | 65.7%+23.5pp | 77.1%+12.1pp | 67.6%+21.6pp |
| Annual return | 12.27% | 18.09%-5.8pp | 294.48%-282.2pp | 35.59%-23.3pp |
| Employer contribution / active EE | $2,734 | $2,292+19.3% | $3,949-30.8% | $2,755-0.8% |
| Participant deferral / active EE | $6,886 | $4,411+56.1% | $6,276+9.7% | $4,296+60.3% |
| Admin fee / account holder | $419 | $7,191-94.2% | $10,363-96.0% | $6,918-93.9% |