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 | $114,514 | $165,335-30.7% | $149,696-23.5% | $158,922-27.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.26% | 348.15%-338.9pp | 276.60%-267.3pp | 302.83%-293.6pp |
| Employer contribution / active EE | $1,802 | $5,103-64.7% | $4,644-61.2% | $4,761-62.1% |
| Participant deferral / active EE | $3,263 | $7,181-54.6% | $6,842-52.3% | $5,982-45.5% |
| Admin fee / account holder | $387 | $10,807-96.4% | $9,309-95.8% | $11,246-96.6% |