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 | $152,975 | $56,199+172.2% | $67,652+126.1% | $59,632+156.5% |
| Participation rate | 91.5% | 71.5%+20.0pp | 75.7%+15.8pp | 68.7%+22.8pp |
| Annual return | 0.48% | 18505.31%-18504.8pp | 6625.04%-6624.6pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $624 | $1,614-61.3% | $2,266-72.4% | $2,203-71.6% |
| Participant deferral / active EE | $2,973 | $2,844+4.6% | $3,560-16.5% | $3,192-6.8% |
| Admin fee / account holder | $419 | $3,958-89.4% | $4,821-91.3% | $4,297-90.3% |