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 | $94,192 | $165,335-43.0% | $149,696-37.1% | $158,922-40.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.09% | 348.15%-333.1pp | 276.60%-261.5pp | 302.83%-287.7pp |
| Employer contribution / active EE | $3,502 | $5,103-31.4% | $4,644-24.6% | $4,761-26.4% |
| Participant deferral / active EE | $15,713 | $7,181+118.8% | $6,842+129.7% | $5,982+162.7% |
| Admin fee / account holder | $1,290 | $10,807-88.1% | $9,309-86.1% | $11,246-88.5% |