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 | $149,356 | $165,335-9.7% | $149,696-0.2% | $158,922-6.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.69% | 348.15%-339.5pp | 276.60%-267.9pp | 302.83%-294.1pp |
| Employer contribution / active EE | $2,444 | $5,103-52.1% | $4,644-47.4% | $4,761-48.7% |
| Participant deferral / active EE | $9,974 | $7,181+38.9% | $6,842+45.8% | $5,982+66.7% |
| Admin fee / account holder | $13,546 | $10,807+25.3% | $9,309+45.5% | $11,246+20.5% |