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 | $79,488 | $165,335-51.9% | $149,696-46.9% | $158,922-50.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 42.31% | 348.15%-305.8pp | 276.60%-234.3pp | 302.83%-260.5pp |
| Employer contribution / active EE | $5,881 | $5,103+15.2% | $4,644+26.6% | $4,761+23.5% |
| Participant deferral / active EE | $18,497 | $7,181+157.6% | $6,842+170.3% | $5,982+209.2% |
| Admin fee / account holder | $2,550 | $10,807-76.4% | $9,309-72.6% | $11,246-77.3% |