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 | $134,642 | $56,199+139.6% | $67,652+99.0% | $59,632+125.8% |
| Participation rate | 78.9% | 71.5%+7.5pp | 75.7%+3.3pp | 68.7%+10.3pp |
| Annual return | -0.29% | 18505.31%-18505.6pp | 6625.04%-6625.3pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $2,553 | $1,614+58.1% | $2,266+12.7% | $2,203+15.9% |
| Participant deferral / active EE | $4,995 | $2,844+75.7% | $3,560+40.3% | $3,192+56.5% |
| Admin fee / account holder | $4,838 | $3,958+22.2% | $4,821+0.4% | $4,297+12.6% |