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 | $128,822 | $165,335-22.1% | $149,696-13.9% | $158,922-18.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.98% | 348.15%-332.2pp | 276.60%-260.6pp | 302.83%-286.8pp |
| Employer contribution / active EE | $5,753 | $5,103+12.7% | $4,644+23.9% | $4,761+20.8% |
| Participant deferral / active EE | $12,030 | $7,181+67.5% | $6,842+75.8% | $5,982+101.1% |
| Admin fee / account holder | $804 | $10,807-92.6% | $9,309-91.4% | $11,246-92.8% |