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 | $133,737 | $165,335-19.1% | $149,696-10.7% | $158,922-15.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.71% | 348.15%-336.4pp | 276.60%-264.9pp | 302.83%-291.1pp |
| Employer contribution / active EE | $2,129 | $5,103-58.3% | $4,644-54.2% | $4,761-55.3% |
| Participant deferral / active EE | $6,778 | $7,181-5.6% | $6,842-0.9% | $5,982+13.3% |
| Admin fee / account holder | $8,237 | $10,807-23.8% | $9,309-11.5% | $11,246-26.8% |