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 | $73,293 | $56,199+30.4% | $67,652+8.3% | $59,632+22.9% |
| Participation rate | 82.9% | 71.5%+11.5pp | 75.7%+7.3pp | 68.7%+14.3pp |
| Annual return | -0.45% | 18505.31%-18505.8pp | 6625.04%-6625.5pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $526 | $1,614-67.4% | $2,266-76.8% | $2,203-76.1% |
| Participant deferral / active EE | $3,202 | $2,844+12.6% | $3,560-10.0% | $3,192+0.3% |
| Admin fee / account holder | $5,877 | $3,958+48.5% | $4,821+21.9% | $4,297+36.8% |