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 | $66,699 | $165,335-59.7% | $149,696-55.4% | $158,922-58.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 27.33% | 348.15%-320.8pp | 276.60%-249.3pp | 302.83%-275.5pp |
| Employer contribution / active EE | $1,647 | $5,103-67.7% | $4,644-64.5% | $4,761-65.4% |
| Participant deferral / active EE | $5,039 | $7,181-29.8% | $6,842-26.3% | $5,982-15.8% |
| Admin fee / account holder | $33,287 | $10,807+208.0% | $9,309+257.6% | $11,246+196.0% |