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 | $107,409 | $58,208+84.5% | $81,812+31.3% | $80,856+32.8% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 20.23% | 41.66%-21.4pp | 773.79%-753.6pp | 35.59%-15.4pp |
| Employer contribution / active EE | $1,890 | $2,340-19.2% | $2,912-35.1% | $2,755-31.4% |
| Participant deferral / active EE | $4,102 | $3,281+25.0% | $4,319-5.0% | $4,296-4.5% |
| Admin fee / account holder | $1,615 | $4,981-67.6% | $7,386-78.1% | $6,918-76.7% |