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 | $50,550 | $165,335-69.4% | $149,696-66.2% | $158,922-68.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.91% | 348.15%-335.2pp | 276.60%-263.7pp | 302.83%-289.9pp |
| Employer contribution / active EE | $2,384 | $5,103-53.3% | $4,644-48.7% | $4,761-49.9% |
| Participant deferral / active EE | $6,612 | $7,181-7.9% | $6,842-3.4% | $5,982+10.5% |
| Admin fee / account holder | $6,639 | $10,807-38.6% | $9,309-28.7% | $11,246-41.0% |