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 | $135,561 | $176,812-23.3% | $146,665-7.6% | $167,490-19.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.50% | 24.03%-8.5pp | 22.74%-7.2pp | 478.56%-463.1pp |
| Employer contribution / active EE | $3,734 | $5,160-27.6% | $4,136-9.7% | $4,837-22.8% |
| Participant deferral / active EE | $8,325 | $6,440+29.3% | $5,506+51.2% | $6,341+31.3% |
| Admin fee / account holder | $1,009 | $13,259-92.4% | $10,280-90.2% | $12,309-91.8% |