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 | $185,586 | $56,199+230.2% | $67,652+174.3% | $59,632+211.2% |
| Participation rate | 96.5% | 71.5%+25.0pp | 75.7%+20.8pp | 68.7%+27.8pp |
| Annual return | 0.90% | 18505.31%-18504.4pp | 6625.04%-6624.1pp | 2041.28%-2040.4pp |
| Employer contribution / active EE | $2,440 | $1,614+51.1% | $2,266+7.7% | $2,203+10.8% |
| Participant deferral / active EE | $5,664 | $2,844+99.2% | $3,560+59.1% | $3,192+77.5% |
| Admin fee / account holder | $12,092 | $3,958+205.5% | $4,821+150.8% | $4,297+181.4% |