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 | $96,200 | $56,199+71.2% | $67,652+42.2% | $59,632+61.3% |
| Participation rate | 92.0% | 71.5%+20.5pp | 75.7%+16.3pp | 68.7%+23.3pp |
| Annual return | 0.37% | 18505.31%-18504.9pp | 6625.04%-6624.7pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $991 | $1,614-38.6% | $2,266-56.2% | $2,203-55.0% |
| Participant deferral / active EE | $3,222 | $2,844+13.3% | $3,560-9.5% | $3,192+0.9% |
| Admin fee / account holder | $1,143 | $3,958-71.1% | $4,821-76.3% | $4,297-73.4% |