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 | $83,515 | $165,335-49.5% | $149,696-44.2% | $158,922-47.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.30% | 348.15%-333.8pp | 276.60%-262.3pp | 302.83%-288.5pp |
| Employer contribution / active EE | $1,759 | $5,103-65.5% | $4,644-62.1% | $4,761-63.1% |
| Participant deferral / active EE | $3,102 | $7,181-56.8% | $6,842-54.7% | $5,982-48.1% |
| Admin fee / account holder | $5,186 | $10,807-52.0% | $9,309-44.3% | $11,246-53.9% |