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 | $71,467 | $165,335-56.8% | $149,696-52.3% | $158,922-55.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.18% | 348.15%-337.0pp | 276.60%-265.4pp | 302.83%-291.6pp |
| Employer contribution / active EE | $4,589 | $5,103-10.1% | $4,644-1.2% | $4,761-3.6% |
| Participant deferral / active EE | $5,888 | $7,181-18.0% | $6,842-13.9% | $5,982-1.6% |
| Admin fee / account holder | $1,920 | $10,807-82.2% | $9,309-79.4% | $11,246-82.9% |