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 | $33,083 | $56,199-41.1% | $67,652-51.1% | $59,632-44.5% |
| Participation rate | 75.7% | 71.5%+4.2pp | 75.7%0pp | 68.7%+7.0pp |
| Annual return | 55.35% | 18505.31%-18450.0pp | 6625.04%-6569.7pp | 2041.28%-1985.9pp |
| Employer contribution / active EE | $4,184 | $1,614+159.2% | $2,266+84.7% | $2,203+90.0% |
| Participant deferral / active EE | $9,935 | $2,844+249.4% | $3,560+179.1% | $3,192+211.3% |
| Admin fee / account holder | $356 | $3,958-91.0% | $4,821-92.6% | $4,297-91.7% |