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 | $67,166 | $165,335-59.4% | $149,696-55.1% | $158,922-57.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.07% | 348.15%-337.1pp | 276.60%-265.5pp | 302.83%-291.8pp |
| Employer contribution / active EE | $2,836 | $5,103-44.4% | $4,644-38.9% | $4,761-40.4% |
| Participant deferral / active EE | $6,720 | $7,181-6.4% | $6,842-1.8% | $5,982+12.3% |
| Admin fee / account holder | $5,641 | $10,807-47.8% | $9,309-39.4% | $11,246-49.8% |