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 | $156,270 | $165,335-5.5% | $149,696+4.4% | $158,922-1.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.01% | 348.15%-335.1pp | 276.60%-263.6pp | 302.83%-289.8pp |
| Employer contribution / active EE | $2,671 | $5,103-47.7% | $4,644-42.5% | $4,761-43.9% |
| Participant deferral / active EE | $4,006 | $7,181-44.2% | $6,842-41.4% | $5,982-33.0% |
| Admin fee / account holder | $3,994 | $10,807-63.0% | $9,309-57.1% | $11,246-64.5% |