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 8-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 | $64,327 | $165,335-61.1% | $149,696-57.0% | $158,922-59.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.86% | 348.15%-337.3pp | 276.60%-265.7pp | 302.83%-292.0pp |
| Employer contribution / active EE | $1,807 | $5,103-64.6% | $4,644-61.1% | $4,761-62.0% |
| Participant deferral / active EE | $12,220 | $7,181+70.2% | $6,842+78.6% | $5,982+104.3% |
| Admin fee / account holder | $4,001 | $10,807-63.0% | $9,309-57.0% | $11,246-64.4% |