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 | $136,088 | $165,335-17.7% | $149,696-9.1% | $158,922-14.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.12% | 348.15%-335.0pp | 276.60%-263.5pp | 302.83%-289.7pp |
| Employer contribution / active EE | $8,416 | $5,103+64.9% | $4,644+81.2% | $4,761+76.8% |
| Participant deferral / active EE | $23,129 | $7,181+222.1% | $6,842+238.1% | $5,982+286.6% |
| Admin fee / account holder | $19,424 | $10,807+79.7% | $9,309+108.7% | $11,246+72.7% |