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 | $117,267 | $94,625+23.9% | $116,228+0.9% | $84,808+38.3% |
| Participation rate | 90.5% | 70.4%+20.0pp | 74.6%+15.9pp | 68.3%+22.2pp |
| Annual return | 14.82% | 20.40%-5.6pp | 90.06%-75.2pp | 40.90%-26.1pp |
| Employer contribution / active EE | $3,553 | $2,347+51.4% | $2,994+18.7% | $2,631+35.1% |
| Participant deferral / active EE | $7,477 | $3,972+88.3% | $4,953+51.0% | $4,212+77.5% |
| Admin fee / account holder | $13,918 | $10,091+37.9% | $11,989+16.1% | $7,344+89.5% |