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 | $110,641 | $56,199+96.9% | $67,652+63.5% | $59,632+85.5% |
| Participation rate | 80.9% | 71.5%+9.4pp | 75.7%+5.2pp | 68.7%+12.2pp |
| Annual return | -0.82% | 18505.31%-18506.1pp | 6625.04%-6625.9pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $2,338 | $1,614+44.8% | $2,266+3.2% | $2,203+6.1% |
| Participant deferral / active EE | $5,042 | $2,844+77.3% | $3,560+41.6% | $3,192+58.0% |
| Admin fee / account holder | $2,846 | $3,958-28.1% | $4,821-41.0% | $4,297-33.8% |