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 | $163,269 | $209,411-22.0% | $178,490-8.5% | $158,922+2.7% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 14.12% | 188.75%-174.6pp | 151.07%-136.9pp | 302.83%-288.7pp |
| Employer contribution / active EE | $12,076 | $5,706+111.6% | $5,011+141.0% | $4,761+153.6% |
| Participant deferral / active EE | $11,570 | $5,954+94.3% | $5,202+122.4% | $5,982+93.4% |
| Admin fee / account holder | $879 | $17,074-94.9% | $13,984-93.7% | $11,246-92.2% |