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 | $103,209 | $63,861+61.6% | $104,607-1.3% | $79,858+29.2% |
| Participation rate | 70.8% | 64.9%+5.9pp | 74.1%-3.2pp | 69.6%+1.2pp |
| Annual return | 14.22% | 21.30%-7.1pp | 340.46%-326.2pp | 31.71%-17.5pp |
| Employer contribution / active EE | $952 | $1,588-40.1% | $2,681-64.5% | $2,471-61.5% |
| Participant deferral / active EE | $2,039 | $2,693-24.3% | $3,740-45.5% | $3,740-45.5% |
| Admin fee / account holder | $3,311 | $4,185-20.9% | $6,473-48.9% | $5,306-37.6% |