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 | $66,597 | $56,199+18.5% | $67,652-1.6% | $59,632+11.7% |
| Participation rate | 79.3% | 71.5%+7.8pp | 75.7%+3.6pp | 68.7%+10.6pp |
| Annual return | 0.24% | 18505.31%-18505.1pp | 6625.04%-6624.8pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $2,020 | $1,614+25.1% | $2,266-10.8% | $2,203-8.3% |
| Participant deferral / active EE | $4,772 | $2,844+67.8% | $3,560+34.0% | $3,192+49.5% |
| Admin fee / account holder | $1,703 | $3,958-57.0% | $4,821-64.7% | $4,297-60.4% |