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 | $95,670 | $165,335-42.1% | $149,696-36.1% | $158,922-39.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.19% | 348.15%-337.0pp | 276.60%-265.4pp | 302.83%-291.6pp |
| Employer contribution / active EE | $1,881 | $5,103-63.1% | $4,644-59.5% | $4,761-60.5% |
| Participant deferral / active EE | $11,018 | $7,181+53.4% | $6,842+61.0% | $5,982+84.2% |
| Admin fee / account holder | $7,651 | $10,807-29.2% | $9,309-17.8% | $11,246-32.0% |