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 | $128,741 | $56,199+129.1% | $67,652+90.3% | $59,632+115.9% |
| Participation rate | 76.6% | 71.5%+5.1pp | 75.7%+0.9pp | 68.7%+7.9pp |
| Annual return | 2.26% | 18505.31%-18503.0pp | 6625.04%-6622.8pp | 2041.28%-2039.0pp |
| Employer contribution / active EE | $428 | $1,614-73.5% | $2,266-81.1% | $2,203-80.6% |
| Participant deferral / active EE | $4,520 | $2,844+58.9% | $3,560+27.0% | $3,192+41.6% |
| Admin fee / account holder | $6,072 | $3,958+53.4% | $4,821+26.0% | $4,297+41.3% |