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 | $43,840 | $56,199-22.0% | $67,652-35.2% | $59,632-26.5% |
| Participation rate | 79.4% | 71.5%+7.9pp | 75.7%+3.7pp | 68.7%+10.7pp |
| Annual return | 0.79% | 18505.31%-18504.5pp | 6625.04%-6624.2pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $678 | $1,614-58.0% | $2,266-70.1% | $2,203-69.2% |
| Participant deferral / active EE | $2,442 | $2,844-14.1% | $3,560-31.4% | $3,192-23.5% |
| Admin fee / account holder | $363 | $3,958-90.8% | $4,821-92.5% | $4,297-91.6% |