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 | $68,400 | $165,335-58.6% | $149,696-54.3% | $158,922-57.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.97% | 348.15%-335.2pp | 276.60%-263.6pp | 302.83%-289.9pp |
| Employer contribution / active EE | $8,457 | $5,103+65.7% | $4,644+82.1% | $4,761+77.6% |
| Participant deferral / active EE | $8,321 | $7,181+15.9% | $6,842+21.6% | $5,982+39.1% |
| Admin fee / account holder | $382 | $10,807-96.5% | $9,309-95.9% | $11,246-96.6% |