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 9-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 | $54,032 | $185,200-70.8% | $142,863-62.2% | $167,490-67.7% |
| Participation rate | 85.0% | 78.4%+6.6pp | 71.9%+13.1pp | 82.1%+2.9pp |
| Annual return | 22.07% | 8555.70%-8533.6pp | 5637.54%-5615.5pp | 478.56%-456.5pp |
| Employer contribution / active EE | $0 | $5,604-100.0% | $4,144-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $5,915 | $4,494+31.6% | $3,837+54.2% | $6,341-6.7% |
| Admin fee / account holder | $363 | $8,031-95.5% | $6,560-94.5% | $12,309-97.1% |