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 | $102,859 | $65,561+56.9% | $86,188+19.3% | $75,163+36.8% |
| Participation rate | 80.6% | 60.5%+20.1pp | 69.0%+11.6pp | 67.2%+13.4pp |
| Annual return | 13.93% | 46.05%-32.1pp | 1168.45%-1154.5pp | 160.62%-146.7pp |
| Employer contribution / active EE | $1,345 | $1,553-13.4% | $2,380-43.5% | $2,670-49.6% |
| Participant deferral / active EE | $1,950 | $3,024-35.5% | $3,985-51.1% | $4,125-52.7% |
| Admin fee / account holder | $4,015 | $5,474-26.7% | $6,852-41.4% | $5,651-29.0% |