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 | $43,443 | $109,817-60.4% | $98,442-55.9% | $167,490-74.1% |
| Participation rate | 73.7% | 75.8%-2.1pp | 73.3%+0.3pp | 82.1%-8.4pp |
| Annual return | 12.66% | 1956.69%-1944.0pp | 1492.73%-1480.1pp | 478.56%-465.9pp |
| Employer contribution / active EE | $5,990 | $3,224+85.8% | $2,960+102.4% | $4,837+23.8% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,341-100.0% |
| Admin fee / account holder | $2,222 | $6,753-67.1% | $5,949-62.7% | $12,309-81.9% |