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 | $85,607 | $56,199+52.3% | $67,652+26.5% | $59,632+43.6% |
| Participation rate | 82.6% | 71.5%+11.1pp | 75.7%+6.9pp | 68.7%+13.9pp |
| Annual return | -1.43% | 18505.31%-18506.7pp | 6625.04%-6626.5pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $1,342 | $1,614-16.9% | $2,266-40.8% | $2,203-39.1% |
| Participant deferral / active EE | $3,867 | $2,844+36.0% | $3,560+8.6% | $3,192+21.2% |
| Admin fee / account holder | $9,016 | $3,958+127.8% | $4,821+87.0% | $4,297+109.8% |