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 | $62,989 | $165,335-61.9% | $149,696-57.9% | $158,922-60.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.22% | 348.15%-334.9pp | 276.60%-263.4pp | 302.83%-289.6pp |
| Employer contribution / active EE | $1,477 | $5,103-71.1% | $4,644-68.2% | $4,761-69.0% |
| Participant deferral / active EE | $4,670 | $7,181-35.0% | $6,842-31.7% | $5,982-21.9% |
| Admin fee / account holder | $1,348 | $10,807-87.5% | $9,309-85.5% | $11,246-88.0% |