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 | $65,783 | $165,335-60.2% | $149,696-56.1% | $158,922-58.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.14% | 348.15%-338.0pp | 276.60%-266.5pp | 302.83%-292.7pp |
| Employer contribution / active EE | $3,160 | $5,103-38.1% | $4,644-32.0% | $4,761-33.6% |
| Participant deferral / active EE | $8,303 | $7,181+15.6% | $6,842+21.4% | $5,982+38.8% |
| Admin fee / account holder | $6,079 | $10,807-43.7% | $9,309-34.7% | $11,246-45.9% |