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 | $58,010 | $30,400+90.8% | $53,898+7.6% | $84,808-31.6% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 18.35% | 500.19%-481.8pp | 528.60%-510.3pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,375 | $603+128.1% | $932+47.5% | $2,631-47.8% |
| Participant deferral / active EE | $2,482 | $1,199+107.1% | $1,826+35.9% | $4,212-41.1% |
| Admin fee / account holder | $118,784 | $1,993+5859.1% | $2,491+4668.9% | $7,344+1517.5% |