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 | $109,175 | $217,402-49.8% | $185,823-41.2% | $167,490-34.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.42% | 148.36%-135.9pp | 122.05%-109.6pp | 478.56%-466.1pp |
| Employer contribution / active EE | $11,086 | $5,873+88.7% | $5,167+114.5% | $4,837+129.2% |
| Participant deferral / active EE | $8,132 | $6,356+27.9% | $5,568+46.1% | $6,341+28.2% |
| Admin fee / account holder | $1,549 | $19,811-92.2% | $16,237-90.5% | $12,309-87.4% |