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 | $93,659 | $165,335-43.4% | $149,696-37.4% | $158,922-41.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.12% | 348.15%-329.0pp | 276.60%-257.5pp | 302.83%-283.7pp |
| Employer contribution / active EE | $9,287 | $5,103+82.0% | $4,644+100.0% | $4,761+95.1% |
| Participant deferral / active EE | $4,787 | $7,181-33.3% | $6,842-30.0% | $5,982-20.0% |
| Admin fee / account holder | $19,355 | $10,807+79.1% | $9,309+107.9% | $11,246+72.1% |