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 | $86,659 | $47,944+80.8% | $67,834+27.8% | $62,891+37.8% |
| Participation rate | 98.1% | 61.1%+37.1pp | 68.8%+29.4pp | 69.3%+28.8pp |
| Annual return | 10.59% | 11.77%-1.2pp | 138.47%-127.9pp | 20.14%-9.6pp |
| Employer contribution / active EE | $2,723 | $1,562+74.3% | $2,403+13.3% | $2,281+19.4% |
| Participant deferral / active EE | $5,037 | $2,247+124.2% | $3,160+59.4% | $3,203+57.3% |
| Admin fee / account holder | $2,882 | $3,712-22.3% | $4,622-37.6% | $4,296-32.9% |