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 | $72,610 | $56,199+29.2% | $67,652+7.3% | $59,632+21.8% |
| Participation rate | 80.0% | 71.5%+8.5pp | 75.7%+4.3pp | 68.7%+11.3pp |
| Annual return | -1.58% | 18505.31%-18506.9pp | 6625.04%-6626.6pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $2,841 | $1,614+76.0% | $2,266+25.4% | $2,203+29.0% |
| Participant deferral / active EE | $6,602 | $2,844+132.2% | $3,560+85.5% | $3,192+106.8% |
| Admin fee / account holder | $3,158 | $3,958-20.2% | $4,821-34.5% | $4,297-26.5% |