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 | $57,597 | $185,200-68.9% | $142,863-59.7% | $167,490-65.6% |
| Participation rate | 90.9% | 78.4%+12.5pp | 71.9%+19.0pp | 82.1%+8.8pp |
| Annual return | 29.96% | 8555.70%-8525.7pp | 5637.54%-5607.6pp | 478.56%-448.6pp |
| Employer contribution / active EE | $0 | $5,604-100.0% | $4,144-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $7,780 | $4,494+73.1% | $3,837+102.7% | $6,341+22.7% |
| Admin fee / account holder | $3,626 | $8,031-54.9% | $6,560-44.7% | $12,309-70.5% |