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 | $138,767 | $165,335-16.1% | $149,696-7.3% | $158,922-12.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.91% | 348.15%-335.2pp | 276.60%-263.7pp | 302.83%-289.9pp |
| Employer contribution / active EE | $13,435 | $5,103+163.3% | $4,644+189.3% | $4,761+182.2% |
| Participant deferral / active EE | $6,190 | $7,181-13.8% | $6,842-9.5% | $5,982+3.5% |
| Admin fee / account holder | $1,033 | $10,807-90.4% | $9,309-88.9% | $11,246-90.8% |