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 | $108,322 | $165,335-34.5% | $149,696-27.6% | $158,922-31.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.00% | 348.15%-334.1pp | 276.60%-262.6pp | 302.83%-288.8pp |
| Employer contribution / active EE | $1,236 | $5,103-75.8% | $4,644-73.4% | $4,761-74.0% |
| Participant deferral / active EE | $7,996 | $7,181+11.3% | $6,842+16.9% | $5,982+33.7% |
| Admin fee / account holder | $1,359 | $10,807-87.4% | $9,309-85.4% | $11,246-87.9% |