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 | $80,766 | $56,199+43.7% | $67,652+19.4% | $59,632+35.4% |
| Participation rate | 88.9% | 71.5%+17.4pp | 75.7%+13.2pp | 68.7%+20.2pp |
| Annual return | -1.06% | 18505.31%-18506.4pp | 6625.04%-6626.1pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $525 | $1,614-67.5% | $2,266-76.8% | $2,203-76.2% |
| Participant deferral / active EE | $2,908 | $2,844+2.3% | $3,560-18.3% | $3,192-8.9% |
| Admin fee / account holder | $1,097 | $3,958-72.3% | $4,821-77.2% | $4,297-74.5% |