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 | $236,750 | $138,044+71.5% | $125,339+88.9% | $134,475+76.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.55% | 750.33%-749.8pp | 572.05%-571.5pp | 417.96%-417.4pp |
| Employer contribution / active EE | $2,755 | $5,243-47.5% | $4,814-42.8% | $4,740-41.9% |
| Participant deferral / active EE | $6,500 | $7,799-16.7% | $7,446-12.7% | $6,400+1.6% |
| Admin fee / account holder | $3,894 | $11,571-66.3% | $10,010-61.1% | $11,426-65.9% |