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 | $83,389 | $165,335-49.6% | $149,696-44.3% | $158,922-47.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.94% | 348.15%-328.2pp | 276.60%-256.7pp | 302.83%-282.9pp |
| Employer contribution / active EE | $6,813 | $5,103+33.5% | $4,644+46.7% | $4,761+43.1% |
| Participant deferral / active EE | $10,743 | $7,181+49.6% | $6,842+57.0% | $5,982+79.6% |
| Admin fee / account holder | $4,249 | $10,807-60.7% | $9,309-54.4% | $11,246-62.2% |