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 | $118,856 | $84,695+40.3% | $73,843+61.0% | $125,391-5.2% |
| Participation rate | 90.0% | 76.8%+13.2pp | 73.4%+16.6pp | 83.2%+6.8pp |
| Annual return | 6.27% | 3123.53%-3117.3pp | 2267.84%-2261.6pp | 282.22%-276.0pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,040 | $3,992-74.0% | $3,583-71.0% | $5,352-80.6% |
| Admin fee / account holder | $2,355 | $5,691-58.6% | $4,880-51.7% | $9,540-75.3% |