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 | $28,603 | $150,440-81.0% | $136,294-79.0% | $147,584-80.6% |
| Participation rate | 86.4% | 84.4%+1.9pp | 81.9%+4.4pp | 82.8%+3.5pp |
| Annual return | 12.55% | 1049.08%-1036.5pp | 5155.94%-5143.4pp | 578.55%-566.0pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,150 | $6,630-22.3% | $6,247-17.6% | $5,439-5.3% |
| Admin fee / account holder | $1,457 | $10,905-86.6% | $9,243-84.2% | $10,885-86.6% |