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 | $213,171 | $56,199+279.3% | $67,652+215.1% | $59,632+257.5% |
| Participation rate | 71.8% | 71.5%+0.3pp | 75.7%-3.9pp | 68.7%+3.1pp |
| Annual return | 1.12% | 18505.31%-18504.2pp | 6625.04%-6623.9pp | 2041.28%-2040.2pp |
| Employer contribution / active EE | $1,879 | $1,614+16.4% | $2,266-17.1% | $2,203-14.7% |
| Participant deferral / active EE | $5,154 | $2,844+81.2% | $3,560+44.8% | $3,192+61.5% |
| Admin fee / account holder | $16,263 | $3,958+310.8% | $4,821+237.3% | $4,297+278.5% |