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 | $66,422 | $165,335-59.8% | $149,696-55.6% | $158,922-58.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.99% | 348.15%-336.2pp | 276.60%-264.6pp | 302.83%-290.8pp |
| Employer contribution / active EE | $2,799 | $5,103-45.1% | $4,644-39.7% | $4,761-41.2% |
| Participant deferral / active EE | $4,998 | $7,181-30.4% | $6,842-27.0% | $5,982-16.5% |
| Admin fee / account holder | $3,093 | $10,807-71.4% | $9,309-66.8% | $11,246-72.5% |