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 | $156,597 | $56,199+178.6% | $67,652+131.5% | $59,632+162.6% |
| Participation rate | 76.5% | 71.5%+5.0pp | 75.7%+0.8pp | 68.7%+7.8pp |
| Annual return | -1.33% | 18505.31%-18506.6pp | 6625.04%-6626.4pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $1,326 | $1,614-17.8% | $2,266-41.4% | $2,203-39.8% |
| Participant deferral / active EE | $5,225 | $2,844+83.7% | $3,560+46.8% | $3,192+63.7% |
| Admin fee / account holder | $1,322 | $3,958-66.6% | $4,821-72.6% | $4,297-69.2% |