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 | $142,165 | $84,695+67.9% | $73,843+92.5% | $125,391+13.4% |
| Participation rate | 85.7% | 76.8%+9.0pp | 73.4%+12.3pp | 83.2%+2.5pp |
| Annual return | 0.80% | 3123.53%-3122.7pp | 2267.84%-2267.0pp | 282.22%-281.4pp |
| Employer contribution / active EE | $1,005 | $3,123-67.8% | $2,787-63.9% | $4,866-79.3% |
| Participant deferral / active EE | $8,468 | $3,992+112.1% | $3,583+136.3% | $5,352+58.2% |
| Admin fee / account holder | $1,702 | $5,691-70.1% | $4,880-65.1% | $9,540-82.2% |