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 | $83,217 | $165,335-49.7% | $149,696-44.4% | $158,922-47.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.01% | 348.15%-333.1pp | 276.60%-261.6pp | 302.83%-287.8pp |
| Employer contribution / active EE | $2,990 | $5,103-41.4% | $4,644-35.6% | $4,761-37.2% |
| Participant deferral / active EE | $6,998 | $7,181-2.6% | $6,842+2.3% | $5,982+17.0% |
| Admin fee / account holder | $1,470 | $10,807-86.4% | $9,309-84.2% | $11,246-86.9% |