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 | $67,065 | $165,335-59.4% | $149,696-55.2% | $158,922-57.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.89% | 348.15%-334.3pp | 276.60%-262.7pp | 302.83%-288.9pp |
| Employer contribution / active EE | $2,083 | $5,103-59.2% | $4,644-55.1% | $4,761-56.2% |
| Participant deferral / active EE | $6,428 | $7,181-10.5% | $6,842-6.1% | $5,982+7.4% |
| Admin fee / account holder | $1,832 | $10,807-83.0% | $9,309-80.3% | $11,246-83.7% |