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 | $84,092 | $165,335-49.1% | $149,696-43.8% | $158,922-47.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.08% | 348.15%-336.1pp | 276.60%-264.5pp | 302.83%-290.7pp |
| Employer contribution / active EE | $5,421 | $5,103+6.2% | $4,644+16.7% | $4,761+13.9% |
| Participant deferral / active EE | $5,579 | $7,181-22.3% | $6,842-18.5% | $5,982-6.7% |
| Admin fee / account holder | $5,986 | $10,807-44.6% | $9,309-35.7% | $11,246-46.8% |