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 | $88,044 | $78,422+12.3% | $95,952-8.2% | $79,858+10.3% |
| Participation rate | 86.5% | 73.5%+13.1pp | 77.1%+9.5pp | 69.6%+16.9pp |
| Annual return | 13.00% | 19.37%-6.4pp | 91.61%-78.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $1,295 | $1,945-33.4% | $2,541-49.0% | $2,471-47.6% |
| Participant deferral / active EE | $4,593 | $3,440+33.5% | $4,167+10.2% | $3,740+22.8% |
| Admin fee / account holder | $7,561 | $5,622+34.5% | $6,795+11.3% | $5,306+42.5% |