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 | $60,232 | $165,335-63.6% | $149,696-59.8% | $158,922-62.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.95% | 348.15%-337.2pp | 276.60%-265.7pp | 302.83%-291.9pp |
| Employer contribution / active EE | $2,099 | $5,103-58.9% | $4,644-54.8% | $4,761-55.9% |
| Participant deferral / active EE | $4,199 | $7,181-41.5% | $6,842-38.6% | $5,982-29.8% |
| Admin fee / account holder | $13,898 | $10,807+28.6% | $9,309+49.3% | $11,246+23.6% |