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 | $124,096 | $56,199+120.8% | $67,652+83.4% | $59,632+108.1% |
| Participation rate | 90.5% | 71.5%+19.0pp | 75.7%+14.8pp | 68.7%+21.8pp |
| Annual return | -1.38% | 18505.31%-18506.7pp | 6625.04%-6626.4pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $4,168 | $1,614+158.2% | $2,266+84.0% | $2,203+89.2% |
| Participant deferral / active EE | $6,714 | $2,844+136.1% | $3,560+88.6% | $3,192+110.4% |
| Admin fee / account holder | $4,180 | $3,958+5.6% | $4,821-13.3% | $4,297-2.7% |