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 | $73,454 | $176,056-58.3% | $159,436-53.9% | $167,490-56.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.09% | 331.75%-315.7pp | 263.57%-247.5pp | 478.56%-462.5pp |
| Employer contribution / active EE | $7,401 | $5,297+39.7% | $4,829+53.3% | $4,837+53.0% |
| Participant deferral / active EE | $4,966 | $7,750-35.9% | $7,352-32.5% | $6,341-21.7% |
| Admin fee / account holder | $453 | $12,554-96.4% | $10,799-95.8% | $12,309-96.3% |