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 | $56,821 | $165,335-65.6% | $149,696-62.0% | $158,922-64.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.91% | 348.15%-333.2pp | 276.60%-261.7pp | 302.83%-287.9pp |
| Employer contribution / active EE | $6,552 | $5,103+28.4% | $4,644+41.1% | $4,761+37.6% |
| Participant deferral / active EE | $10,907 | $7,181+51.9% | $6,842+59.4% | $5,982+82.3% |
| Admin fee / account holder | $789 | $10,807-92.7% | $9,309-91.5% | $11,246-93.0% |