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 | $166,385 | $138,065+20.5% | $123,544+34.7% | $135,375+22.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 5.04% | 153.68%-148.6pp | 119.20%-114.2pp | 519.73%-514.7pp |
| Employer contribution / active EE | $10,199 | $5,151+98.0% | $4,628+120.4% | $4,779+113.4% |
| Participant deferral / active EE | $16,856 | $6,799+147.9% | $6,426+162.3% | $5,609+200.5% |
| Admin fee / account holder | $369 | $10,916-96.6% | $9,284-96.0% | $10,827-96.6% |