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 | $46,720 | $70,587-33.8% | $124,672-62.5% | $85,850-45.6% |
| Participation rate | 96.7% | 64.4%+32.3pp | 74.6%+22.1pp | 69.3%+27.4pp |
| Annual return | 19.83% | 20688.83%-20669.0pp | 5142.93%-5123.1pp | 318.53%-298.7pp |
| Employer contribution / active EE | $2,171 | $1,913+13.4% | $3,324-34.7% | $2,565-15.4% |
| Participant deferral / active EE | $2,711 | $2,969-8.7% | $4,614-41.2% | $3,952-31.4% |
| Admin fee / account holder | $4,238 | $5,282-19.8% | $7,493-43.4% | $6,260-32.3% |