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 | $106,716 | $165,335-35.5% | $149,696-28.7% | $158,922-32.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.77% | 348.15%-331.4pp | 276.60%-259.8pp | 302.83%-286.1pp |
| Employer contribution / active EE | $4,252 | $5,103-16.7% | $4,644-8.5% | $4,761-10.7% |
| Participant deferral / active EE | $10,477 | $7,181+45.9% | $6,842+53.1% | $5,982+75.1% |
| Admin fee / account holder | $6,350 | $10,807-41.2% | $9,309-31.8% | $11,246-43.5% |