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 | $109,120 | $90,600+20.4% | $79,464+37.3% | $135,375-19.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 9.15% | 977.43%-968.3pp | 718.14%-709.0pp | 519.73%-510.6pp |
| Employer contribution / active EE | $3,626 | $3,068+18.2% | $2,800+29.5% | $4,779-24.1% |
| Participant deferral / active EE | $7,402 | $4,050+82.7% | $3,704+99.8% | $5,609+32.0% |
| Admin fee / account holder | $1,321 | $5,907-77.6% | $5,113-74.2% | $10,827-87.8% |