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 | $91,530 | $47,944+90.9% | $67,834+34.9% | $62,891+45.5% |
| Participation rate | 72.0% | 61.1%+10.9pp | 68.8%+3.2pp | 69.3%+2.7pp |
| Annual return | 5.02% | 11.77%-6.7pp | 138.47%-133.5pp | 20.14%-15.1pp |
| Employer contribution / active EE | $2,745 | $1,562+75.7% | $2,403+14.2% | $2,281+20.3% |
| Participant deferral / active EE | $4,281 | $2,247+90.5% | $3,160+35.5% | $3,203+33.6% |
| Admin fee / account holder | $7,467 | $3,712+101.2% | $4,622+61.5% | $4,296+73.8% |