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 | $65,721 | $165,335-60.2% | $149,696-56.1% | $158,922-58.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.67% | 348.15%-329.5pp | 276.60%-257.9pp | 302.83%-284.2pp |
| Employer contribution / active EE | $5,137 | $5,103+0.7% | $4,644+10.6% | $4,761+7.9% |
| Participant deferral / active EE | $3,288 | $7,181-54.2% | $6,842-51.9% | $5,982-45.0% |
| Admin fee / account holder | $533 | $10,807-95.1% | $9,309-94.3% | $11,246-95.3% |