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 | $79,734 | $56,199+41.9% | $67,652+17.9% | $59,632+33.7% |
| Participation rate | 73.3% | 71.5%+1.8pp | 75.7%-2.4pp | 68.7%+4.6pp |
| Annual return | -1.89% | 18505.31%-18507.2pp | 6625.04%-6626.9pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $1,449 | $1,614-10.2% | $2,266-36.0% | $2,203-34.2% |
| Participant deferral / active EE | $4,347 | $2,844+52.9% | $3,560+22.1% | $3,192+36.2% |
| Admin fee / account holder | $7,186 | $3,958+81.5% | $4,821+49.1% | $4,297+67.2% |