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 | $134,107 | $165,335-18.9% | $149,696-10.4% | $158,922-15.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.23% | 348.15%-333.9pp | 276.60%-262.4pp | 302.83%-288.6pp |
| Employer contribution / active EE | $1,553 | $5,103-69.6% | $4,644-66.6% | $4,761-67.4% |
| Participant deferral / active EE | $7,510 | $7,181+4.6% | $6,842+9.8% | $5,982+25.5% |
| Admin fee / account holder | $1,104 | $10,807-89.8% | $9,309-88.1% | $11,246-90.2% |