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 | $81,968 | $56,199+45.9% | $67,652+21.2% | $59,632+37.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 0.36% | 18505.31%-18505.0pp | 6625.04%-6624.7pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $2,136 | $1,614+32.3% | $2,266-5.7% | $2,203-3.0% |
| Participant deferral / active EE | $2,657 | $2,844-6.6% | $3,560-25.4% | $3,192-16.8% |
| Admin fee / account holder | $13,760 | $3,958+247.6% | $4,821+185.4% | $4,297+220.2% |