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 | $107,240 | $171,865-37.6% | $149,718-28.4% | $147,584-27.3% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 70.70% | 2113.22%-2042.5pp | 1501.63%-1430.9pp | 578.55%-507.9pp |
| Employer contribution / active EE | $1,518 | $6,275-75.8% | $5,445-72.1% | $4,876-68.9% |
| Participant deferral / active EE | $7,393 | $7,271+1.7% | $6,569+12.5% | $5,439+35.9% |
| Admin fee / account holder | $37,941 | $13,799+174.9% | $11,283+236.3% | $10,885+248.5% |