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 | $67,426 | $56,199+20.0% | $67,652-0.3% | $59,632+13.1% |
| Participation rate | 83.9% | 71.5%+12.4pp | 75.7%+8.2pp | 68.7%+15.2pp |
| Annual return | -1.32% | 18505.31%-18506.6pp | 6625.04%-6626.4pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $1,915 | $1,614+18.6% | $2,266-15.5% | $2,203-13.1% |
| Participant deferral / active EE | $4,499 | $2,844+58.2% | $3,560+26.4% | $3,192+41.0% |
| Admin fee / account holder | $7,601 | $3,958+92.0% | $4,821+57.7% | $4,297+76.9% |