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 | $94,445 | $165,335-42.9% | $149,696-36.9% | $158,922-40.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.99% | 348.15%-322.2pp | 276.60%-250.6pp | 302.83%-276.8pp |
| Employer contribution / active EE | $10,222 | $5,103+100.3% | $4,644+120.1% | $4,761+114.7% |
| Participant deferral / active EE | $7,246 | $7,181+0.9% | $6,842+5.9% | $5,982+21.1% |
| Admin fee / account holder | $9,729 | $10,807-10.0% | $9,309+4.5% | $11,246-13.5% |