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 | $61,275 | $84,695-27.7% | $73,843-17.0% | $125,391-51.1% |
| Participation rate | 94.1% | 76.8%+17.4pp | 73.4%+20.7pp | 83.2%+10.9pp |
| Annual return | 2.50% | 3123.53%-3121.0pp | 2267.84%-2265.3pp | 282.22%-279.7pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,678 | $3,992-7.9% | $3,583+2.7% | $5,352-31.3% |
| Admin fee / account holder | $7,714 | $5,691+35.5% | $4,880+58.1% | $9,540-19.1% |