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 | $69,108 | $165,335-58.2% | $149,696-53.8% | $158,922-56.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.73% | 348.15%-337.4pp | 276.60%-265.9pp | 302.83%-292.1pp |
| Employer contribution / active EE | $2,469 | $5,103-51.6% | $4,644-46.8% | $4,761-48.1% |
| Participant deferral / active EE | $6,743 | $7,181-6.1% | $6,842-1.4% | $5,982+12.7% |
| Admin fee / account holder | $50,030 | $10,807+363.0% | $9,309+437.5% | $11,246+344.9% |