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 | $69,582 | $165,335-57.9% | $149,696-53.5% | $158,922-56.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.10% | 348.15%-329.0pp | 276.60%-257.5pp | 302.83%-283.7pp |
| Employer contribution / active EE | $2,824 | $5,103-44.7% | $4,644-39.2% | $4,761-40.7% |
| Participant deferral / active EE | $6,062 | $7,181-15.6% | $6,842-11.4% | $5,982+1.3% |
| Admin fee / account holder | $1,585 | $10,807-85.3% | $9,309-83.0% | $11,246-85.9% |