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 | $129,464 | $165,335-21.7% | $149,696-13.5% | $158,922-18.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.64% | 348.15%-334.5pp | 276.60%-263.0pp | 302.83%-289.2pp |
| Employer contribution / active EE | $7,164 | $5,103+40.4% | $4,644+54.2% | $4,761+50.5% |
| Participant deferral / active EE | $3,434 | $7,181-52.2% | $6,842-49.8% | $5,982-42.6% |
| Admin fee / account holder | $12,340 | $10,807+14.2% | $9,309+32.6% | $11,246+9.7% |