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 | $103,717 | $54,705+89.6% | $71,209+45.7% | $84,808+22.3% |
| Participation rate | 75.0% | 64.1%+10.9pp | 73.8%+1.2pp | 68.3%+6.7pp |
| Annual return | 15.58% | 35.90%-20.3pp | 282.51%-266.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,454 | $2,158-32.6% | $2,721-46.6% | $2,631-44.7% |
| Participant deferral / active EE | $4,139 | $3,030+36.6% | $4,175-0.9% | $4,212-1.7% |
| Admin fee / account holder | $4,158 | $4,863-14.5% | $5,349-22.3% | $7,344-43.4% |