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 | $73,291 | $165,335-55.7% | $149,696-51.0% | $158,922-53.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.04% | 348.15%-337.1pp | 276.60%-265.6pp | 302.83%-291.8pp |
| Employer contribution / active EE | $11,503 | $5,103+125.4% | $4,644+147.7% | $4,761+141.6% |
| Participant deferral / active EE | $11,610 | $7,181+61.7% | $6,842+69.7% | $5,982+94.1% |
| Admin fee / account holder | $20,975 | $10,807+94.1% | $9,309+125.3% | $11,246+86.5% |