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 | $79,805 | $165,335-51.7% | $149,696-46.7% | $158,922-49.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.30% | 348.15%-330.8pp | 276.60%-259.3pp | 302.83%-285.5pp |
| Employer contribution / active EE | $3,266 | $5,103-36.0% | $4,644-29.7% | $4,761-31.4% |
| Participant deferral / active EE | $6,659 | $7,181-7.3% | $6,842-2.7% | $5,982+11.3% |
| Admin fee / account holder | $2,532 | $10,807-76.6% | $9,309-72.8% | $11,246-77.5% |