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 | $94,561 | $165,335-42.8% | $149,696-36.8% | $158,922-40.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.82% | 348.15%-333.3pp | 276.60%-261.8pp | 302.83%-288.0pp |
| Employer contribution / active EE | $3,381 | $5,103-33.7% | $4,644-27.2% | $4,761-29.0% |
| Participant deferral / active EE | $8,520 | $7,181+18.6% | $6,842+24.5% | $5,982+42.4% |
| Admin fee / account holder | $3,014 | $10,807-72.1% | $9,309-67.6% | $11,246-73.2% |