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 | $93,001 | $56,199+65.5% | $67,652+37.5% | $59,632+56.0% |
| Participation rate | 96.7% | 71.5%+25.2pp | 75.7%+21.0pp | 68.7%+28.0pp |
| Annual return | -2.19% | 18505.31%-18507.5pp | 6625.04%-6627.2pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $3,218 | $1,614+99.3% | $2,266+42.1% | $2,203+46.1% |
| Participant deferral / active EE | $4,558 | $2,844+60.3% | $3,560+28.0% | $3,192+42.8% |
| Admin fee / account holder | $1,388 | $3,958-64.9% | $4,821-71.2% | $4,297-67.7% |