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 | $30,790 | $165,335-81.4% | $149,696-79.4% | $158,922-80.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.04% | 348.15%-330.1pp | 276.60%-258.6pp | 302.83%-284.8pp |
| Employer contribution / active EE | $8,030 | $5,103+57.4% | $4,644+72.9% | $4,761+68.6% |
| Participant deferral / active EE | $6,817 | $7,181-5.1% | $6,842-0.4% | $5,982+13.9% |
| Admin fee / account holder | $2,502 | $10,807-76.9% | $9,309-73.1% | $11,246-77.8% |