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 | $125,226 | $102,966+21.6% | $90,281+38.7% | $152,861-18.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 28.21% | 95.16%-67.0pp | 78.10%-49.9pp | 345.32%-317.1pp |
| Employer contribution / active EE | $1,528 | $3,139-51.3% | $2,854-46.5% | $4,762-67.9% |
| Participant deferral / active EE | $8,595 | $4,281+100.7% | $3,885+121.2% | $5,850+46.9% |
| Admin fee / account holder | $2,200 | $6,171-64.3% | $5,351-58.9% | $11,596-81.0% |