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 | $107,339 | $67,984+57.9% | $65,493+63.9% | $74,304+44.5% |
| Participation rate | 98.0% | 66.3%+31.7pp | 73.1%+24.9pp | 60.3%+37.7pp |
| Annual return | 12.64% | 19.87%-7.2pp | 982.45%-969.8pp | 29.43%-16.8pp |
| Employer contribution / active EE | $612 | $2,491-75.4% | $2,574-76.2% | $2,241-72.7% |
| Participant deferral / active EE | $1,190 | $3,346-64.5% | $3,961-70.0% | $3,767-68.4% |
| Admin fee / account holder | $1,843 | $1,373+34.3% | $5,028-63.3% | $2,969-37.9% |