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 | $103,621 | $165,335-37.3% | $149,696-30.8% | $158,922-34.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.12% | 348.15%-337.0pp | 276.60%-265.5pp | 302.83%-291.7pp |
| Employer contribution / active EE | $4,703 | $5,103-7.8% | $4,644+1.3% | $4,761-1.2% |
| Participant deferral / active EE | $20,620 | $7,181+187.1% | $6,842+201.4% | $5,982+244.7% |
| Admin fee / account holder | $2,683 | $10,807-75.2% | $9,309-71.2% | $11,246-76.1% |