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 | $65,069 | $165,335-60.6% | $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 | 14.77% | 348.15%-333.4pp | 276.60%-261.8pp | 302.83%-288.1pp |
| Employer contribution / active EE | $2,253 | $5,103-55.9% | $4,644-51.5% | $4,761-52.7% |
| Participant deferral / active EE | $9,754 | $7,181+35.8% | $6,842+42.6% | $5,982+63.1% |
| Admin fee / account holder | $766 | $10,807-92.9% | $9,309-91.8% | $11,246-93.2% |