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 | $61,866 | $165,335-62.6% | $149,696-58.7% | $158,922-61.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 64.02% | 348.15%-284.1pp | 276.60%-212.6pp | 302.83%-238.8pp |
| Employer contribution / active EE | $1,641 | $5,103-67.8% | $4,644-64.7% | $4,761-65.5% |
| Participant deferral / active EE | $10,391 | $7,181+44.7% | $6,842+51.9% | $5,982+73.7% |
| Admin fee / account holder | $1,201 | $10,807-88.9% | $9,309-87.1% | $11,246-89.3% |