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 | $126,622 | $56,199+125.3% | $67,652+87.2% | $59,632+112.3% |
| Participation rate | 73.6% | 71.5%+2.1pp | 75.7%-2.1pp | 68.7%+4.9pp |
| Annual return | -0.55% | 18505.31%-18505.9pp | 6625.04%-6625.6pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $1,016 | $1,614-37.1% | $2,266-55.2% | $2,203-53.9% |
| Participant deferral / active EE | $3,496 | $2,844+22.9% | $3,560-1.8% | $3,192+9.5% |
| Admin fee / account holder | $1,128 | $3,958-71.5% | $4,821-76.6% | $4,297-73.7% |