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 | $109,490 | $94,625+15.7% | $116,228-5.8% | $84,808+29.1% |
| Participation rate | 85.9% | 70.4%+15.5pp | 74.6%+11.4pp | 68.3%+17.6pp |
| Annual return | 15.11% | 20.40%-5.3pp | 90.06%-74.9pp | 40.90%-25.8pp |
| Employer contribution / active EE | $3,938 | $2,347+67.8% | $2,994+31.5% | $2,631+49.7% |
| Participant deferral / active EE | $9,116 | $3,972+129.5% | $4,953+84.0% | $4,212+116.4% |
| Admin fee / account holder | $20,063 | $10,091+98.8% | $11,989+67.3% | $7,344+173.2% |