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 | $151,534 | $56,199+169.6% | $67,652+124.0% | $59,632+154.1% |
| Participation rate | 89.5% | 71.5%+18.0pp | 75.7%+13.8pp | 68.7%+20.8pp |
| Annual return | 0.60% | 18505.31%-18504.7pp | 6625.04%-6624.4pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $3,960 | $1,614+145.3% | $2,266+74.8% | $2,203+79.8% |
| Participant deferral / active EE | $5,945 | $2,844+109.1% | $3,560+67.0% | $3,192+86.3% |
| Admin fee / account holder | $9,155 | $3,958+131.3% | $4,821+89.9% | $4,297+113.0% |