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 | $92,317 | $165,335-44.2% | $149,696-38.3% | $158,922-41.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.34% | 348.15%-322.8pp | 276.60%-251.3pp | 302.83%-277.5pp |
| Employer contribution / active EE | $2,473 | $5,103-51.5% | $4,644-46.7% | $4,761-48.1% |
| Participant deferral / active EE | $6,798 | $7,181-5.3% | $6,842-0.6% | $5,982+13.6% |
| Admin fee / account holder | $9,801 | $10,807-9.3% | $9,309+5.3% | $11,246-12.8% |