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 | $61,207 | $165,335-63.0% | $149,696-59.1% | $158,922-61.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.17% | 348.15%-331.0pp | 276.60%-259.4pp | 302.83%-285.7pp |
| Employer contribution / active EE | $6,249 | $5,103+22.5% | $4,644+34.5% | $4,761+31.2% |
| Participant deferral / active EE | $6,111 | $7,181-14.9% | $6,842-10.7% | $5,982+2.2% |
| Admin fee / account holder | $747 | $10,807-93.1% | $9,309-92.0% | $11,246-93.4% |