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 | $125,409 | $90,600+38.4% | $79,464+57.8% | $135,375-7.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 4.29% | 977.43%-973.1pp | 718.14%-713.9pp | 519.73%-515.4pp |
| Employer contribution / active EE | $1,579 | $3,068-48.5% | $2,800-43.6% | $4,779-67.0% |
| Participant deferral / active EE | $2,834 | $4,050-30.0% | $3,704-23.5% | $5,609-49.5% |
| Admin fee / account holder | $11,603 | $5,907+96.4% | $5,113+126.9% | $10,827+7.2% |