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 | $109,747 | $217,402-49.5% | $185,823-40.9% | $167,490-34.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.98% | 148.36%-137.4pp | 122.05%-111.1pp | 478.56%-467.6pp |
| Employer contribution / active EE | $7,518 | $5,873+28.0% | $5,167+45.5% | $4,837+55.4% |
| Participant deferral / active EE | $8,562 | $6,356+34.7% | $5,568+53.8% | $6,341+35.0% |
| Admin fee / account holder | $451 | $19,811-97.7% | $16,237-97.2% | $12,309-96.3% |