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 | $70,903 | $158,398-55.2% | $126,539-44.0% | $142,382-50.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 15.67% | 593.76%-578.1pp | 425.95%-410.3pp | 217.08%-201.4pp |
| Employer contribution / active EE | $3,066 | $4,650-34.1% | $3,674-16.6% | $4,299-28.7% |
| Participant deferral / active EE | $4,244 | $4,767-11.0% | $4,083+3.9% | $6,507-34.8% |
| Admin fee / account holder | $9,176 | $6,918+32.6% | $6,065+51.3% | $12,624-27.3% |