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 | $81,119 | $54,705+48.3% | $71,209+13.9% | $84,808-4.3% |
| Participation rate | 78.8% | 64.1%+14.8pp | 73.8%+5.1pp | 68.3%+10.5pp |
| Annual return | 13.81% | 35.90%-22.1pp | 282.51%-268.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,667 | $2,158-22.7% | $2,721-38.7% | $2,631-36.6% |
| Participant deferral / active EE | $5,175 | $3,030+70.8% | $4,175+23.9% | $4,212+22.9% |
| Admin fee / account holder | $5,548 | $4,863+14.1% | $5,349+3.7% | $7,344-24.5% |