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 | $34,285 | $165,335-79.3% | $149,696-77.1% | $158,922-78.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.10% | 348.15%-328.0pp | 276.60%-256.5pp | 302.83%-282.7pp |
| Employer contribution / active EE | $5,025 | $5,103-1.5% | $4,644+8.2% | $4,761+5.5% |
| Participant deferral / active EE | $6,045 | $7,181-15.8% | $6,842-11.6% | $5,982+1.0% |
| Admin fee / account holder | $512 | $10,807-95.3% | $9,309-94.5% | $11,246-95.4% |