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 | $135,450 | $165,335-18.1% | $149,696-9.5% | $158,922-14.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.48% | 348.15%-332.7pp | 276.60%-261.1pp | 302.83%-287.3pp |
| Employer contribution / active EE | $1,958 | $5,103-61.6% | $4,644-57.8% | $4,761-58.9% |
| Participant deferral / active EE | $7,602 | $7,181+5.9% | $6,842+11.1% | $5,982+27.1% |
| Admin fee / account holder | $6,953 | $10,807-35.7% | $9,309-25.3% | $11,246-38.2% |