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 | $67,894 | $165,335-58.9% | $149,696-54.6% | $158,922-57.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.59% | 348.15%-332.6pp | 276.60%-261.0pp | 302.83%-287.2pp |
| Employer contribution / active EE | $5,121 | $5,103+0.3% | $4,644+10.3% | $4,761+7.5% |
| Participant deferral / active EE | $15,385 | $7,181+114.2% | $6,842+124.9% | $5,982+157.2% |
| Admin fee / account holder | $7,485 | $10,807-30.7% | $9,309-19.6% | $11,246-33.4% |