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 | $78,328 | $56,199+39.4% | $67,652+15.8% | $59,632+31.4% |
| Participation rate | 72.3% | 71.5%+0.8pp | 75.7%-3.4pp | 68.7%+3.6pp |
| Annual return | -1.19% | 18505.31%-18506.5pp | 6625.04%-6626.2pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $1,039 | $1,614-35.6% | $2,266-54.1% | $2,203-52.8% |
| Participant deferral / active EE | $3,512 | $2,844+23.5% | $3,560-1.4% | $3,192+10.0% |
| Admin fee / account holder | $1,500 | $3,958-62.1% | $4,821-68.9% | $4,297-65.1% |