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 | $240,299 | $56,199+327.6% | $67,652+255.2% | $59,632+303.0% |
| Participation rate | 75.8% | 71.5%+4.3pp | 75.7%+0.1pp | 68.7%+7.1pp |
| Annual return | -1.39% | 18505.31%-18506.7pp | 6625.04%-6626.4pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $1,285 | $1,614-20.4% | $2,266-43.3% | $2,203-41.7% |
| Participant deferral / active EE | $4,179 | $2,844+47.0% | $3,560+17.4% | $3,192+30.9% |
| Admin fee / account holder | $9,980 | $3,958+152.1% | $4,821+107.0% | $4,297+132.2% |