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 | $83,493 | $165,335-49.5% | $149,696-44.2% | $158,922-47.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.17% | 348.15%-337.0pp | 276.60%-265.4pp | 302.83%-291.7pp |
| Employer contribution / active EE | $4,142 | $5,103-18.8% | $4,644-10.8% | $4,761-13.0% |
| Participant deferral / active EE | $2,631 | $7,181-63.4% | $6,842-61.5% | $5,982-56.0% |
| Admin fee / account holder | $12,184 | $10,807+12.7% | $9,309+30.9% | $11,246+8.3% |