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 | $68,920 | $90,600-23.9% | $79,464-13.3% | $135,375-49.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 8.95% | 977.43%-968.5pp | 718.14%-709.2pp | 519.73%-510.8pp |
| Employer contribution / active EE | $2,050 | $3,068-33.2% | $2,800-26.8% | $4,779-57.1% |
| Participant deferral / active EE | $2,842 | $4,050-29.8% | $3,704-23.3% | $5,609-49.3% |
| Admin fee / account holder | $769 | $5,907-87.0% | $5,113-85.0% | $10,827-92.9% |