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 | $91,062 | $56,199+62.0% | $67,652+34.6% | $59,632+52.7% |
| Participation rate | 78.6% | 71.5%+7.1pp | 75.7%+2.9pp | 68.7%+9.9pp |
| Annual return | -0.03% | 18505.31%-18505.3pp | 6625.04%-6625.1pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,762 | $1,614+9.2% | $2,266-22.2% | $2,203-20.0% |
| Participant deferral / active EE | $4,599 | $2,844+61.7% | $3,560+29.2% | $3,192+44.1% |
| Admin fee / account holder | $2,984 | $3,958-24.6% | $4,821-38.1% | $4,297-30.5% |