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 | $111,669 | $176,056-36.6% | $159,436-30.0% | $167,490-33.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.37% | 331.75%-314.4pp | 263.57%-246.2pp | 478.56%-461.2pp |
| Employer contribution / active EE | $6,192 | $5,297+16.9% | $4,829+28.2% | $4,837+28.0% |
| Participant deferral / active EE | $10,350 | $7,750+33.5% | $7,352+40.8% | $6,341+63.2% |
| Admin fee / account holder | $4,807 | $12,554-61.7% | $10,799-55.5% | $12,309-60.9% |