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 | $123,960 | $165,335-25.0% | $149,696-17.2% | $158,922-22.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 27.82% | 348.15%-320.3pp | 276.60%-248.8pp | 302.83%-275.0pp |
| Employer contribution / active EE | $6,872 | $5,103+34.7% | $4,644+48.0% | $4,761+44.3% |
| Participant deferral / active EE | $8,757 | $7,181+21.9% | $6,842+28.0% | $5,982+46.4% |
| Admin fee / account holder | $353 | $10,807-96.7% | $9,309-96.2% | $11,246-96.9% |