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 | $87,105 | $176,056-50.5% | $159,436-45.4% | $167,490-48.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.62% | 331.75%-313.1pp | 263.57%-244.9pp | 478.56%-459.9pp |
| Employer contribution / active EE | $3,394 | $5,297-35.9% | $4,829-29.7% | $4,837-29.8% |
| Participant deferral / active EE | $17,193 | $7,750+121.8% | $7,352+133.8% | $6,341+171.1% |
| Admin fee / account holder | $755 | $12,554-94.0% | $10,799-93.0% | $12,309-93.9% |