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 | $58,347 | $165,335-64.7% | $149,696-61.0% | $158,922-63.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.76% | 348.15%-330.4pp | 276.60%-258.8pp | 302.83%-285.1pp |
| Employer contribution / active EE | $4,413 | $5,103-13.5% | $4,644-5.0% | $4,761-7.3% |
| Participant deferral / active EE | $5,896 | $7,181-17.9% | $6,842-13.8% | $5,982-1.4% |
| Admin fee / account holder | $20,245 | $10,807+87.3% | $9,309+117.5% | $11,246+80.0% |