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 | $93,707 | $165,335-43.3% | $149,696-37.4% | $158,922-41.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.37% | 348.15%-326.8pp | 276.60%-255.2pp | 302.83%-281.5pp |
| Employer contribution / active EE | $3,812 | $5,103-25.3% | $4,644-17.9% | $4,761-19.9% |
| Participant deferral / active EE | $8,855 | $7,181+23.3% | $6,842+29.4% | $5,982+48.0% |
| Admin fee / account holder | $697 | $10,807-93.6% | $9,309-92.5% | $11,246-93.8% |