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 | $63,071 | $84,695-25.5% | $73,843-14.6% | $125,391-49.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 2.79% | 3123.53%-3120.7pp | 2267.84%-2265.1pp | 282.22%-279.4pp |
| Employer contribution / active EE | $1,984 | $3,123-36.5% | $2,787-28.8% | $4,866-59.2% |
| Participant deferral / active EE | $6,866 | $3,992+72.0% | $3,583+91.6% | $5,352+28.3% |
| Admin fee / account holder | $2,326 | $5,691-59.1% | $4,880-52.3% | $9,540-75.6% |