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 8-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 | $120,856 | $165,335-26.9% | $149,696-19.3% | $158,922-24.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.76% | 348.15%-326.4pp | 276.60%-254.8pp | 302.83%-281.1pp |
| Employer contribution / active EE | $3,700 | $5,103-27.5% | $4,644-20.3% | $4,761-22.3% |
| Participant deferral / active EE | $7,221 | $7,181+0.6% | $6,842+5.5% | $5,982+20.7% |
| Admin fee / account holder | $687 | $10,807-93.6% | $9,309-92.6% | $11,246-93.9% |