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 | $88,354 | $165,335-46.6% | $149,696-41.0% | $158,922-44.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.61% | 348.15%-331.5pp | 276.60%-260.0pp | 302.83%-286.2pp |
| Employer contribution / active EE | $9,243 | $5,103+81.1% | $4,644+99.0% | $4,761+94.1% |
| Participant deferral / active EE | $7,902 | $7,181+10.0% | $6,842+15.5% | $5,982+32.1% |
| Admin fee / account holder | $15,327 | $10,807+41.8% | $9,309+64.7% | $11,246+36.3% |