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 | $80,715 | $56,199+43.6% | $67,652+19.3% | $59,632+35.4% |
| Participation rate | 90.9% | 71.5%+19.4pp | 75.7%+15.2pp | 68.7%+22.2pp |
| Annual return | 0.83% | 18505.31%-18504.5pp | 6625.04%-6624.2pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $2,526 | $1,614+56.5% | $2,266+11.5% | $2,203+14.7% |
| Participant deferral / active EE | $3,429 | $2,844+20.6% | $3,560-3.7% | $3,192+7.5% |
| Admin fee / account holder | $13,609 | $3,958+243.8% | $4,821+182.3% | $4,297+216.7% |