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 | $100,686 | $56,199+79.2% | $67,652+48.8% | $59,632+68.8% |
| Participation rate | 96.8% | 71.5%+25.3pp | 75.7%+21.1pp | 68.7%+28.1pp |
| Annual return | -0.30% | 18505.31%-18505.6pp | 6625.04%-6625.3pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $4,994 | $1,614+209.3% | $2,266+120.4% | $2,203+126.7% |
| Participant deferral / active EE | $7,024 | $2,844+147.0% | $3,560+97.3% | $3,192+120.1% |
| Admin fee / account holder | $651 | $3,958-83.6% | $4,821-86.5% | $4,297-84.8% |