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 | $81,757 | $165,335-50.6% | $149,696-45.4% | $158,922-48.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.13% | 348.15%-337.0pp | 276.60%-265.5pp | 302.83%-291.7pp |
| Employer contribution / active EE | $3,107 | $5,103-39.1% | $4,644-33.1% | $4,761-34.7% |
| Participant deferral / active EE | $7,579 | $7,181+5.5% | $6,842+10.8% | $5,982+26.7% |
| Admin fee / account holder | $4,855 | $10,807-55.1% | $9,309-47.8% | $11,246-56.8% |