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 | $142,480 | $165,335-13.8% | $149,696-4.8% | $158,922-10.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.06% | 348.15%-337.1pp | 276.60%-265.5pp | 302.83%-291.8pp |
| Employer contribution / active EE | $1,780 | $5,103-65.1% | $4,644-61.7% | $4,761-62.6% |
| Participant deferral / active EE | $6,694 | $7,181-6.8% | $6,842-2.2% | $5,982+11.9% |
| Admin fee / account holder | $22,062 | $10,807+104.2% | $9,309+137.0% | $11,246+96.2% |