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 | $95,752 | $84,695+13.1% | $73,843+29.7% | $125,391-23.6% |
| Participation rate | 86.7% | 76.8%+9.9pp | 73.4%+13.2pp | 83.2%+3.5pp |
| Annual return | 0.74% | 3123.53%-3122.8pp | 2267.84%-2267.1pp | 282.22%-281.5pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $734 | $3,992-81.6% | $3,583-79.5% | $5,352-86.3% |
| Admin fee / account holder | $2,146 | $5,691-62.3% | $4,880-56.0% | $9,540-77.5% |