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 | $113,328 | $56,199+101.7% | $67,652+67.5% | $59,632+90.0% |
| Participation rate | 84.9% | 71.5%+13.4pp | 75.7%+9.2pp | 68.7%+16.2pp |
| Annual return | 1.41% | 18505.31%-18503.9pp | 6625.04%-6623.6pp | 2041.28%-2039.9pp |
| Employer contribution / active EE | $4,890 | $1,614+202.9% | $2,266+115.9% | $2,203+122.0% |
| Participant deferral / active EE | $4,968 | $2,844+74.7% | $3,560+39.6% | $3,192+55.7% |
| Admin fee / account holder | $2,356 | $3,958-40.5% | $4,821-51.1% | $4,297-45.2% |