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 | $97,409 | $165,335-41.1% | $149,696-34.9% | $158,922-38.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.98% | 348.15%-324.2pp | 276.60%-252.6pp | 302.83%-278.8pp |
| Employer contribution / active EE | $5,610 | $5,103+9.9% | $4,644+20.8% | $4,761+17.8% |
| Participant deferral / active EE | $15,386 | $7,181+114.3% | $6,842+124.9% | $5,982+157.2% |
| Admin fee / account holder | $307 | $10,807-97.2% | $9,309-96.7% | $11,246-97.3% |