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 | $23,674 | $56,199-57.9% | $67,652-65.0% | $59,632-60.3% |
| Participation rate | 91.2% | 71.5%+19.8pp | 75.7%+15.6pp | 68.7%+22.6pp |
| Annual return | 9.00% | 18505.31%-18496.3pp | 6625.04%-6616.0pp | 2041.28%-2032.3pp |
| Employer contribution / active EE | $395 | $1,614-75.6% | $2,266-82.6% | $2,203-82.1% |
| Participant deferral / active EE | $3,763 | $2,844+32.3% | $3,560+5.7% | $3,192+17.9% |
| Admin fee / account holder | $1,708 | $3,958-56.9% | $4,821-64.6% | $4,297-60.3% |