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 | $92,071 | $165,335-44.3% | $149,696-38.5% | $158,922-42.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.42% | 348.15%-334.7pp | 276.60%-263.2pp | 302.83%-289.4pp |
| Employer contribution / active EE | $2,417 | $5,103-52.6% | $4,644-48.0% | $4,761-49.2% |
| Participant deferral / active EE | $4,747 | $7,181-33.9% | $6,842-30.6% | $5,982-20.6% |
| Admin fee / account holder | $4,937 | $10,807-54.3% | $9,309-47.0% | $11,246-56.1% |