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 | $59,636 | $165,335-63.9% | $149,696-60.2% | $158,922-62.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.10% | 348.15%-339.0pp | 276.60%-267.5pp | 302.83%-293.7pp |
| Employer contribution / active EE | $4,806 | $5,103-5.8% | $4,644+3.5% | $4,761+0.9% |
| Participant deferral / active EE | $7,602 | $7,181+5.9% | $6,842+11.1% | $5,982+27.1% |
| Admin fee / account holder | $59,474 | $10,807+450.4% | $9,309+538.9% | $11,246+428.9% |