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 | $107,800 | $165,335-34.8% | $149,696-28.0% | $158,922-32.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.55% | 348.15%-336.6pp | 276.60%-265.0pp | 302.83%-291.3pp |
| Employer contribution / active EE | $4,089 | $5,103-19.9% | $4,644-12.0% | $4,761-14.1% |
| Participant deferral / active EE | $11,348 | $7,181+58.0% | $6,842+65.9% | $5,982+89.7% |
| Admin fee / account holder | $75,280 | $10,807+596.6% | $9,309+708.7% | $11,246+569.4% |