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 | $88,753 | $192,717-53.9% | $142,449-37.7% | $139,434-36.3% |
| Participation rate | 87.5% | 81.5%+6.0pp | 76.8%+10.7pp | 80.3%+7.2pp |
| Annual return | 10.39% | 17.99%-7.6pp | 19.99%-9.6pp | 372.94%-362.6pp |
| Employer contribution / active EE | $8,755 | $5,806+50.8% | $4,847+80.6% | $4,751+84.3% |
| Participant deferral / active EE | $11,510 | $7,208+59.7% | $6,283+83.2% | $6,710+71.5% |
| Admin fee / account holder | $74,237 | $15,124+390.8% | $10,011+641.6% | $11,403+551.1% |