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 | $54,358 | $165,335-67.1% | $149,696-63.7% | $158,922-65.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 27.47% | 348.15%-320.7pp | 276.60%-249.1pp | 302.83%-275.4pp |
| Employer contribution / active EE | $1,214 | $5,103-76.2% | $4,644-73.9% | $4,761-74.5% |
| Participant deferral / active EE | $7,431 | $7,181+3.5% | $6,842+8.6% | $5,982+24.2% |
| Admin fee / account holder | $1,520 | $10,807-85.9% | $9,309-83.7% | $11,246-86.5% |