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 | $105,172 | $63,861+64.7% | $104,607+0.5% | $79,858+31.7% |
| Participation rate | 94.5% | 64.9%+29.6pp | 74.1%+20.4pp | 69.6%+24.9pp |
| Annual return | 12.27% | 21.30%-9.0pp | 340.46%-328.2pp | 31.71%-19.4pp |
| Employer contribution / active EE | $1,743 | $1,588+9.7% | $2,681-35.0% | $2,471-29.5% |
| Participant deferral / active EE | $3,347 | $2,693+24.3% | $3,740-10.5% | $3,740-10.5% |
| Admin fee / account holder | $404 | $4,185-90.4% | $6,473-93.8% | $5,306-92.4% |