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 | $67,765 | $56,199+20.6% | $67,652+0.2% | $59,632+13.6% |
| Participation rate | 91.7% | 71.5%+20.2pp | 75.7%+16.0pp | 68.7%+23.0pp |
| Annual return | -1.03% | 18505.31%-18506.3pp | 6625.04%-6626.1pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $3,901 | $1,614+141.6% | $2,266+72.2% | $2,203+77.1% |
| Participant deferral / active EE | $1,510 | $2,844-46.9% | $3,560-57.6% | $3,192-52.7% |
| Admin fee / account holder | $3,860 | $3,958-2.5% | $4,821-19.9% | $4,297-10.2% |