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 | $81,305 | $165,335-50.8% | $149,696-45.7% | $158,922-48.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.02% | 348.15%-325.1pp | 276.60%-253.6pp | 302.83%-279.8pp |
| Employer contribution / active EE | $3,639 | $5,103-28.7% | $4,644-21.6% | $4,761-23.6% |
| Participant deferral / active EE | $13,883 | $7,181+93.3% | $6,842+102.9% | $5,982+132.1% |
| Admin fee / account holder | $19,111 | $10,807+76.8% | $9,309+105.3% | $11,246+69.9% |