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 | $148,375 | $165,335-10.3% | $149,696-0.9% | $158,922-6.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.81% | 348.15%-338.3pp | 276.60%-266.8pp | 302.83%-293.0pp |
| Employer contribution / active EE | $1,232 | $5,103-75.9% | $4,644-73.5% | $4,761-74.1% |
| Participant deferral / active EE | $5,053 | $7,181-29.6% | $6,842-26.1% | $5,982-15.5% |
| Admin fee / account holder | $13,113 | $10,807+21.3% | $9,309+40.9% | $11,246+16.6% |