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 | $140,067 | $100,852+38.9% | $90,404+54.9% | $158,922-11.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.16% | 1724.20%-1709.0pp | 1293.02%-1277.9pp | 302.83%-287.7pp |
| Employer contribution / active EE | $2,550 | $3,689-30.9% | $3,262-21.8% | $4,761-46.4% |
| Participant deferral / active EE | $5,434 | $4,348+25.0% | $3,963+37.1% | $5,982-9.2% |
| Admin fee / account holder | $5,397 | $6,501-17.0% | $5,611-3.8% | $11,246-52.0% |