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 | $87,733 | $58,523+49.9% | $99,443-11.8% | $72,985+20.2% |
| Participation rate | 86.7% | 64.6%+22.0pp | 73.8%+12.8pp | 69.5%+17.2pp |
| Annual return | 23.69% | 28.51%-4.8pp | 30.72%-7.0pp | 81.00%-57.3pp |
| Employer contribution / active EE | $8,810 | $1,512+482.7% | $2,540+246.9% | $2,440+261.1% |
| Participant deferral / active EE | $3,084 | $2,606+18.3% | $3,619-14.8% | $3,607-14.5% |
| Admin fee / account holder | $8,857 | $4,102+115.9% | $6,250+41.7% | $5,124+72.8% |