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 | $82,539 | $56,199+46.9% | $67,652+22.0% | $59,632+38.4% |
| Participation rate | 80.5% | 71.5%+9.0pp | 75.7%+4.8pp | 68.7%+11.8pp |
| Annual return | -0.74% | 18505.31%-18506.1pp | 6625.04%-6625.8pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $2,939 | $1,614+82.1% | $2,266+29.7% | $2,203+33.5% |
| Participant deferral / active EE | $6,675 | $2,844+134.7% | $3,560+87.5% | $3,192+109.1% |
| Admin fee / account holder | $2,746 | $3,958-30.6% | $4,821-43.0% | $4,297-36.1% |