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 | $125,527 | $165,335-24.1% | $149,696-16.1% | $158,922-21.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.97% | 348.15%-330.2pp | 276.60%-258.6pp | 302.83%-284.9pp |
| Employer contribution / active EE | $3,830 | $5,103-24.9% | $4,644-17.5% | $4,761-19.6% |
| Participant deferral / active EE | $12,668 | $7,181+76.4% | $6,842+85.2% | $5,982+111.8% |
| Admin fee / account holder | $1,688 | $10,807-84.4% | $9,309-81.9% | $11,246-85.0% |