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 | $102,244 | $165,335-38.2% | $149,696-31.7% | $158,922-35.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.40% | 348.15%-334.8pp | 276.60%-263.2pp | 302.83%-289.4pp |
| Employer contribution / active EE | $2,497 | $5,103-51.1% | $4,644-46.2% | $4,761-47.6% |
| Participant deferral / active EE | $6,658 | $7,181-7.3% | $6,842-2.7% | $5,982+11.3% |
| Admin fee / account holder | $6,907 | $10,807-36.1% | $9,309-25.8% | $11,246-38.6% |