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 | $25,867 | $102,317-74.7% | $146,958-82.4% | $80,856-68.0% |
| Participation rate | 80.7% | 75.8%+4.9pp | 82.2%-1.5pp | 67.6%+13.1pp |
| Annual return | 45.09% | 134.76%-89.7pp | 418.34%-373.2pp | 35.59%+9.5pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,805 | $7,941-77.3% | $12,998-86.1% | $6,918-73.9% |