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 | $66,277 | $70,587-6.1% | $124,672-46.8% | $85,850-22.8% |
| Participation rate | 92.1% | 64.4%+27.7pp | 74.6%+17.5pp | 69.3%+22.8pp |
| Annual return | 80.84% | 20688.83%-20608.0pp | 5142.93%-5062.1pp | 318.53%-237.7pp |
| Employer contribution / active EE | $2,451 | $1,913+28.1% | $3,324-26.3% | $2,565-4.5% |
| Participant deferral / active EE | $1,935 | $2,969-34.8% | $4,614-58.1% | $3,952-51.0% |
| Admin fee / account holder | $3,031 | $5,282-42.6% | $7,493-59.5% | $6,260-51.6% |