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 | $134,277 | $165,335-18.8% | $149,696-10.3% | $158,922-15.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.66% | 348.15%-334.5pp | 276.60%-262.9pp | 302.83%-289.2pp |
| Employer contribution / active EE | $1,476 | $5,103-71.1% | $4,644-68.2% | $4,761-69.0% |
| Participant deferral / active EE | $7,572 | $7,181+5.4% | $6,842+10.7% | $5,982+26.6% |
| Admin fee / account holder | $468 | $10,807-95.7% | $9,309-95.0% | $11,246-95.8% |