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 | $89,502 | $56,199+59.3% | $67,652+32.3% | $59,632+50.1% |
| Participation rate | 70.2% | 71.5%-1.3pp | 75.7%-5.5pp | 68.7%+1.5pp |
| Annual return | 0.94% | 18505.31%-18504.4pp | 6625.04%-6624.1pp | 2041.28%-2040.3pp |
| Employer contribution / active EE | $1,595 | $1,614-1.2% | $2,266-29.6% | $2,203-27.6% |
| Participant deferral / active EE | $4,524 | $2,844+59.1% | $3,560+27.1% | $3,192+41.8% |
| Admin fee / account holder | $1,427 | $3,958-64.0% | $4,821-70.4% | $4,297-66.8% |