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 | $72,692 | $165,335-56.0% | $149,696-51.4% | $158,922-54.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.32% | 348.15%-328.8pp | 276.60%-257.3pp | 302.83%-283.5pp |
| Employer contribution / active EE | $3,414 | $5,103-33.1% | $4,644-26.5% | $4,761-28.3% |
| Participant deferral / active EE | $4,526 | $7,181-37.0% | $6,842-33.9% | $5,982-24.3% |
| Admin fee / account holder | $1,231 | $10,807-88.6% | $9,309-86.8% | $11,246-89.1% |