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 | $169,784 | $217,402-21.9% | $185,823-8.6% | $167,490+1.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.29% | 148.36%-130.1pp | 122.05%-103.8pp | 478.56%-460.3pp |
| Employer contribution / active EE | $11,849 | $5,873+101.8% | $5,167+129.3% | $4,837+144.9% |
| Participant deferral / active EE | $8,909 | $6,356+40.2% | $5,568+60.0% | $6,341+40.5% |
| Admin fee / account holder | $11,695 | $19,811-41.0% | $16,237-28.0% | $12,309-5.0% |