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 | $109,062 | $165,335-34.0% | $149,696-27.1% | $158,922-31.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.07% | 348.15%-327.1pp | 276.60%-255.5pp | 302.83%-281.8pp |
| Employer contribution / active EE | $2,302 | $5,103-54.9% | $4,644-50.4% | $4,761-51.6% |
| Participant deferral / active EE | $23,286 | $7,181+224.3% | $6,842+240.4% | $5,982+289.3% |
| Admin fee / account holder | $21,496 | $10,807+98.9% | $9,309+130.9% | $11,246+91.2% |