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 | $103,271 | $56,199+83.8% | $67,652+52.7% | $59,632+73.2% |
| Participation rate | 85.2% | 71.5%+13.7pp | 75.7%+9.5pp | 68.7%+16.5pp |
| Annual return | 0.54% | 18505.31%-18504.8pp | 6625.04%-6624.5pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $1,925 | $1,614+19.2% | $2,266-15.0% | $2,203-12.6% |
| Participant deferral / active EE | $5,226 | $2,844+83.8% | $3,560+46.8% | $3,192+63.7% |
| Admin fee / account holder | $25,658 | $3,958+548.2% | $4,821+432.2% | $4,297+497.1% |