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 | $74,055 | $176,812-58.1% | $146,665-49.5% | $167,490-55.8% |
| Participation rate | 88.9% | 83.6%+5.3pp | 80.1%+8.8pp | 82.1%+6.8pp |
| Annual return | 16.84% | 24.03%-7.2pp | 22.74%-5.9pp | 478.56%-461.7pp |
| Employer contribution / active EE | $8,684 | $5,160+68.3% | $4,136+109.9% | $4,837+79.5% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,341-100.0% |
| Admin fee / account holder | $5,400 | $13,259-59.3% | $10,280-47.5% | $12,309-56.1% |