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 | $53,928 | $58,927-8.5% | $76,817-29.8% | $72,985-26.1% |
| Participation rate | 74.1% | 67.3%+6.7pp | 72.1%+2.0pp | 69.5%+4.6pp |
| Annual return | 20.99% | 2305.64%-2284.7pp | 1166.11%-1145.1pp | 81.00%-60.0pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,796 | $2,690-33.2% | $3,336-46.2% | $3,607-50.2% |
| Admin fee / account holder | $10,845 | $4,013+170.3% | $6,420+68.9% | $5,124+111.6% |