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 | $151,741 | $217,402-30.2% | $185,823-18.3% | $167,490-9.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.59% | 148.36%-134.8pp | 122.05%-108.5pp | 478.56%-465.0pp |
| Employer contribution / active EE | $13,205 | $5,873+124.8% | $5,167+155.6% | $4,837+173.0% |
| Participant deferral / active EE | $7,298 | $6,356+14.8% | $5,568+31.1% | $6,341+15.1% |
| Admin fee / account holder | $936 | $19,811-95.3% | $16,237-94.2% | $12,309-92.4% |