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 | $97,402 | $165,335-41.1% | $149,696-34.9% | $158,922-38.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.73% | 348.15%-329.4pp | 276.60%-257.9pp | 302.83%-284.1pp |
| Employer contribution / active EE | $8,615 | $5,103+68.8% | $4,644+85.5% | $4,761+80.9% |
| Participant deferral / active EE | $8,906 | $7,181+24.0% | $6,842+30.2% | $5,982+48.9% |
| Admin fee / account holder | $3,320 | $10,807-69.3% | $9,309-64.3% | $11,246-70.5% |