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 | $99,754 | $56,199+77.5% | $67,652+47.5% | $59,632+67.3% |
| Participation rate | 86.1% | 71.5%+14.6pp | 75.7%+10.4pp | 68.7%+17.4pp |
| Annual return | 0.47% | 18505.31%-18504.8pp | 6625.04%-6624.6pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $1,124 | $1,614-30.4% | $2,266-50.4% | $2,203-49.0% |
| Participant deferral / active EE | $4,868 | $2,844+71.2% | $3,560+36.7% | $3,192+52.5% |
| Admin fee / account holder | $17,223 | $3,958+335.1% | $4,821+257.3% | $4,297+300.8% |