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 | $142,474 | $90,600+57.3% | $79,464+79.3% | $135,375+5.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 3.42% | 977.43%-974.0pp | 718.14%-714.7pp | 519.73%-516.3pp |
| Employer contribution / active EE | $3,781 | $3,068+23.3% | $2,800+35.0% | $4,779-20.9% |
| Participant deferral / active EE | $5,112 | $4,050+26.2% | $3,704+38.0% | $5,609-8.9% |
| Admin fee / account holder | $30,817 | $5,907+421.7% | $5,113+502.7% | $10,827+184.6% |