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 | $90,893 | $56,199+61.7% | $67,652+34.4% | $59,632+52.4% |
| Participation rate | 94.6% | 71.5%+23.2pp | 75.7%+19.0pp | 68.7%+26.0pp |
| Annual return | -0.78% | 18505.31%-18506.1pp | 6625.04%-6625.8pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $2,563 | $1,614+58.7% | $2,266+13.1% | $2,203+16.3% |
| Participant deferral / active EE | $4,930 | $2,844+73.4% | $3,560+38.5% | $3,192+54.5% |
| Admin fee / account holder | $13,576 | $3,958+243.0% | $4,821+181.6% | $4,297+215.9% |