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 | $108,065 | $217,402-50.3% | $185,823-41.8% | $167,490-35.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.39% | 148.36%-136.0pp | 122.05%-109.7pp | 478.56%-466.2pp |
| Employer contribution / active EE | $6,640 | $5,873+13.1% | $5,167+28.5% | $4,837+37.3% |
| Participant deferral / active EE | $6,540 | $6,356+2.9% | $5,568+17.5% | $6,341+3.1% |
| Admin fee / account holder | $876 | $19,811-95.6% | $16,237-94.6% | $12,309-92.9% |