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 | $156,782 | $165,335-5.2% | $149,696+4.7% | $158,922-1.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.27% | 348.15%-326.9pp | 276.60%-255.3pp | 302.83%-281.6pp |
| Employer contribution / active EE | $8,050 | $5,103+57.8% | $4,644+73.3% | $4,761+69.1% |
| Participant deferral / active EE | $3,452 | $7,181-51.9% | $6,842-49.5% | $5,982-42.3% |
| Admin fee / account holder | $1,229 | $10,807-88.6% | $9,309-86.8% | $11,246-89.1% |