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 | $87,414 | $148,534-41.1% | $135,903-35.7% | $139,434-37.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.22% | 79.19%-61.0pp | 68.23%-50.0pp | 372.94%-354.7pp |
| Employer contribution / active EE | $1,431 | $5,243-72.7% | $4,856-70.5% | $4,751-69.9% |
| Participant deferral / active EE | $3,807 | $8,100-53.0% | $7,758-50.9% | $6,710-43.3% |
| Admin fee / account holder | $548 | $12,400-95.6% | $10,762-94.9% | $11,403-95.2% |