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 | $49,598 | $100,852-50.8% | $90,404-45.1% | $158,922-68.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.41% | 1724.20%-1706.8pp | 1293.02%-1275.6pp | 302.83%-285.4pp |
| Employer contribution / active EE | $1,698 | $3,689-54.0% | $3,262-47.9% | $4,761-64.3% |
| Participant deferral / active EE | $3,741 | $4,348-14.0% | $3,963-5.6% | $5,982-37.5% |
| Admin fee / account holder | $6,486 | $6,501-0.2% | $5,611+15.6% | $11,246-42.3% |