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 | $131,413 | $165,335-20.5% | $149,696-12.2% | $158,922-17.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.93% | 348.15%-334.2pp | 276.60%-262.7pp | 302.83%-288.9pp |
| Employer contribution / active EE | $6,718 | $5,103+31.6% | $4,644+44.6% | $4,761+41.1% |
| Participant deferral / active EE | $3,138 | $7,181-56.3% | $6,842-54.1% | $5,982-47.6% |
| Admin fee / account holder | $769 | $10,807-92.9% | $9,309-91.7% | $11,246-93.2% |