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 | $67,947 | $165,335-58.9% | $149,696-54.6% | $158,922-57.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.36% | 348.15%-330.8pp | 276.60%-259.2pp | 302.83%-285.5pp |
| Employer contribution / active EE | $4,332 | $5,103-15.1% | $4,644-6.7% | $4,761-9.0% |
| Participant deferral / active EE | $7,343 | $7,181+2.3% | $6,842+7.3% | $5,982+22.7% |
| Admin fee / account holder | $2,932 | $10,807-72.9% | $9,309-68.5% | $11,246-73.9% |