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 | $110,438 | $165,335-33.2% | $149,696-26.2% | $158,922-30.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.98% | 348.15%-335.2pp | 276.60%-263.6pp | 302.83%-289.8pp |
| Employer contribution / active EE | $4,574 | $5,103-10.4% | $4,644-1.5% | $4,761-3.9% |
| Participant deferral / active EE | $13,104 | $7,181+82.5% | $6,842+91.5% | $5,982+119.1% |
| Admin fee / account holder | $12,181 | $10,807+12.7% | $9,309+30.9% | $11,246+8.3% |