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 | $102,111 | $70,428+45.0% | $96,562+5.7% | $85,850+18.9% |
| Participation rate | 85.7% | 61.8%+23.9pp | 69.8%+15.9pp | 69.3%+16.4pp |
| Annual return | 13.05% | 18.59%-5.5pp | 37.78%-24.7pp | 318.53%-305.5pp |
| Employer contribution / active EE | $2,593 | $1,413+83.5% | $2,356+10.0% | $2,565+1.1% |
| Participant deferral / active EE | $5,162 | $2,894+78.4% | $3,849+34.1% | $3,952+30.6% |
| Admin fee / account holder | $35,343 | $4,997+607.3% | $6,181+471.8% | $6,260+464.6% |