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 | $65,047 | $165,335-60.7% | $149,696-56.5% | $158,922-59.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.19% | 348.15%-325.0pp | 276.60%-253.4pp | 302.83%-279.6pp |
| Employer contribution / active EE | $2,808 | $5,103-45.0% | $4,644-39.5% | $4,761-41.0% |
| Participant deferral / active EE | $5,294 | $7,181-26.3% | $6,842-22.6% | $5,982-11.5% |
| Admin fee / account holder | $532 | $10,807-95.1% | $9,309-94.3% | $11,246-95.3% |