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 | $74,313 | $56,199+32.2% | $67,652+9.8% | $59,632+24.6% |
| Participation rate | 78.9% | 71.5%+7.5pp | 75.7%+3.3pp | 68.7%+10.3pp |
| Annual return | 1.10% | 18505.31%-18504.2pp | 6625.04%-6623.9pp | 2041.28%-2040.2pp |
| Employer contribution / active EE | $533 | $1,614-67.0% | $2,266-76.5% | $2,203-75.8% |
| Participant deferral / active EE | $3,997 | $2,844+40.6% | $3,560+12.3% | $3,192+25.2% |
| Admin fee / account holder | $2,460 | $3,958-37.9% | $4,821-49.0% | $4,297-42.8% |