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 | $114,832 | $50,958+125.3% | $74,550+54.0% | $64,186+78.9% |
| Participation rate | 79.1% | 61.1%+18.0pp | 69.1%+9.9pp | 69.6%+9.5pp |
| Annual return | -5.38% | -1.86%-3.5pp | 32.53%-37.9pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,630 | $1,115+135.9% | $1,961+34.1% | $2,381+10.5% |
| Participant deferral / active EE | $5,495 | $2,301+138.8% | $3,108+76.8% | $3,470+58.4% |
| Admin fee / account holder | $5,681 | $4,223+34.5% | $5,060+12.3% | $4,888+16.2% |