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 | $133,704 | $165,335-19.1% | $149,696-10.7% | $158,922-15.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.94% | 348.15%-327.2pp | 276.60%-255.7pp | 302.83%-281.9pp |
| Employer contribution / active EE | $8,696 | $5,103+70.4% | $4,644+87.2% | $4,761+82.6% |
| Participant deferral / active EE | $22,991 | $7,181+220.2% | $6,842+236.0% | $5,982+284.3% |
| Admin fee / account holder | $20,964 | $10,807+94.0% | $9,309+125.2% | $11,246+86.4% |