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 | $135,738 | $165,335-17.9% | $149,696-9.3% | $158,922-14.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.02% | 348.15%-329.1pp | 276.60%-257.6pp | 302.83%-283.8pp |
| Employer contribution / active EE | $5,652 | $5,103+10.8% | $4,644+21.7% | $4,761+18.7% |
| Participant deferral / active EE | $11,857 | $7,181+65.1% | $6,842+73.3% | $5,982+98.2% |
| Admin fee / account holder | $552 | $10,807-94.9% | $9,309-94.1% | $11,246-95.1% |