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 | $111,469 | $217,402-48.7% | $185,823-40.0% | $167,490-33.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.67% | 148.36%-131.7pp | 122.05%-105.4pp | 478.56%-461.9pp |
| Employer contribution / active EE | $11,708 | $5,873+99.4% | $5,167+126.6% | $4,837+142.0% |
| Participant deferral / active EE | $14,131 | $6,356+122.3% | $5,568+153.8% | $6,341+122.8% |
| Admin fee / account holder | $10,993 | $19,811-44.5% | $16,237-32.3% | $12,309-10.7% |