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 | $169,403 | $56,199+201.4% | $67,652+150.4% | $59,632+184.1% |
| Participation rate | 90.9% | 71.5%+19.4pp | 75.7%+15.2pp | 68.7%+22.2pp |
| Annual return | 0.11% | 18505.31%-18505.2pp | 6625.04%-6624.9pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $2,632 | $1,614+63.0% | $2,266+16.2% | $2,203+19.5% |
| Participant deferral / active EE | $6,933 | $2,844+143.8% | $3,560+94.8% | $3,192+117.2% |
| Admin fee / account holder | $10,543 | $3,958+166.4% | $4,821+118.7% | $4,297+145.4% |