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 | $115,177 | $56,199+104.9% | $67,652+70.2% | $59,632+93.1% |
| Participation rate | 95.6% | 71.5%+24.1pp | 75.7%+19.9pp | 68.7%+26.9pp |
| Annual return | 1.13% | 18505.31%-18504.2pp | 6625.04%-6623.9pp | 2041.28%-2040.2pp |
| Employer contribution / active EE | $11,724 | $1,614+626.2% | $2,266+417.5% | $2,203+432.3% |
| Participant deferral / active EE | $1,314 | $2,844-53.8% | $3,560-63.1% | $3,192-58.8% |
| Admin fee / account holder | $59,863 | $3,958+1412.3% | $4,821+1141.7% | $4,297+1293.1% |