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 | $83,138 | $176,056-52.8% | $159,436-47.9% | $167,490-50.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.07% | 331.75%-320.7pp | 263.57%-252.5pp | 478.56%-467.5pp |
| Employer contribution / active EE | $1,938 | $5,297-63.4% | $4,829-59.9% | $4,837-59.9% |
| Participant deferral / active EE | $7,143 | $7,750-7.8% | $7,352-2.8% | $6,341+12.6% |
| Admin fee / account holder | $5,214 | $12,554-58.5% | $10,799-51.7% | $12,309-57.6% |