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 | $160,186 | $217,402-26.3% | $185,823-13.8% | $167,490-4.4% |
| Participation rate | 86.4% | 86.0%+0.3pp | 81.7%+4.7pp | 82.1%+4.3pp |
| Annual return | 19.47% | 148.36%-128.9pp | 122.05%-102.6pp | 478.56%-459.1pp |
| Employer contribution / active EE | $12,231 | $5,873+108.3% | $5,167+136.7% | $4,837+152.8% |
| Participant deferral / active EE | $8,425 | $6,356+32.5% | $5,568+51.3% | $6,341+32.9% |
| Admin fee / account holder | $799 | $19,811-96.0% | $16,237-95.1% | $12,309-93.5% |