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 | $105,452 | $56,199+87.6% | $67,652+55.9% | $59,632+76.8% |
| Participation rate | 91.0% | 71.5%+19.6pp | 75.7%+15.4pp | 68.7%+22.4pp |
| Annual return | -0.23% | 18505.31%-18505.5pp | 6625.04%-6625.3pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $1,848 | $1,614+14.5% | $2,266-18.4% | $2,203-16.1% |
| Participant deferral / active EE | $3,739 | $2,844+31.5% | $3,560+5.0% | $3,192+17.2% |
| Admin fee / account holder | $11,559 | $3,958+192.0% | $4,821+139.8% | $4,297+169.0% |