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 | $124,014 | $165,335-25.0% | $149,696-17.2% | $158,922-22.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.52% | 348.15%-327.6pp | 276.60%-256.1pp | 302.83%-282.3pp |
| Employer contribution / active EE | $16,899 | $5,103+231.2% | $4,644+263.9% | $4,761+254.9% |
| Participant deferral / active EE | $12,400 | $7,181+72.7% | $6,842+81.2% | $5,982+107.3% |
| Admin fee / account holder | $7,635 | $10,807-29.3% | $9,309-18.0% | $11,246-32.1% |