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 | $78,505 | $56,199+39.7% | $67,652+16.0% | $59,632+31.6% |
| Participation rate | 79.2% | 71.5%+7.8pp | 75.7%+3.6pp | 68.7%+10.6pp |
| Annual return | 0.41% | 18505.31%-18504.9pp | 6625.04%-6624.6pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $1,603 | $1,614-0.7% | $2,266-29.2% | $2,203-27.2% |
| Participant deferral / active EE | $4,834 | $2,844+70.0% | $3,560+35.8% | $3,192+51.5% |
| Admin fee / account holder | $1,840 | $3,958-53.5% | $4,821-61.8% | $4,297-57.2% |