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 | $103,499 | $165,335-37.4% | $149,696-30.9% | $158,922-34.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.64% | 348.15%-329.5pp | 276.60%-258.0pp | 302.83%-284.2pp |
| Employer contribution / active EE | $6,577 | $5,103+28.9% | $4,644+41.6% | $4,761+38.1% |
| Participant deferral / active EE | $16,862 | $7,181+134.8% | $6,842+146.5% | $5,982+181.9% |
| Admin fee / account holder | $938 | $10,807-91.3% | $9,309-89.9% | $11,246-91.7% |