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 | $123,958 | $148,534-16.5% | $135,903-8.8% | $139,434-11.1% |
| Participation rate | 94.4% | 83.9%+10.6pp | 81.9%+12.5pp | 80.3%+14.1pp |
| Annual return | 97.98% | 79.19%+18.8pp | 68.23%+29.8pp | 372.94%-275.0pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $7,900 | $8,100-2.5% | $7,758+1.8% | $6,710+17.7% |
| Admin fee / account holder | $4,491 | $12,400-63.8% | $10,762-58.3% | $11,403-60.6% |