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 | $113,570 | $94,625+20.0% | $116,228-2.3% | $84,808+33.9% |
| Participation rate | 79.8% | 70.4%+9.3pp | 74.6%+5.2pp | 68.3%+11.5pp |
| Annual return | 45.06% | 20.40%+24.7pp | 90.06%-45.0pp | 40.90%+4.2pp |
| Employer contribution / active EE | $3,451 | $2,347+47.1% | $2,994+15.3% | $2,631+31.2% |
| Participant deferral / active EE | $5,613 | $3,972+41.3% | $4,953+13.3% | $4,212+33.3% |
| Admin fee / account holder | $11,229 | $10,091+11.3% | $11,989-6.3% | $7,344+52.9% |