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 | $104,515 | $165,335-36.8% | $149,696-30.2% | $158,922-34.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.42% | 348.15%-339.7pp | 276.60%-268.2pp | 302.83%-294.4pp |
| Employer contribution / active EE | $25,906 | $5,103+407.7% | $4,644+457.8% | $4,761+444.1% |
| Participant deferral / active EE | $5,967 | $7,181-16.9% | $6,842-12.8% | $5,982-0.3% |
| Admin fee / account holder | $3,631 | $10,807-66.4% | $9,309-61.0% | $11,246-67.7% |