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 | $104,214 | $165,335-37.0% | $149,696-30.4% | $158,922-34.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.75% | 348.15%-330.4pp | 276.60%-258.9pp | 302.83%-285.1pp |
| Employer contribution / active EE | $7,500 | $5,103+47.0% | $4,644+61.5% | $4,761+57.5% |
| Participant deferral / active EE | $6,906 | $7,181-3.8% | $6,842+0.9% | $5,982+15.4% |
| Admin fee / account holder | $2,050 | $10,807-81.0% | $9,309-78.0% | $11,246-81.8% |