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 | $53,749 | $56,199-4.4% | $67,652-20.6% | $59,632-9.9% |
| Participation rate | 80.0% | 71.5%+8.5pp | 75.7%+4.3pp | 68.7%+11.3pp |
| Annual return | -0.57% | 18505.31%-18505.9pp | 6625.04%-6625.6pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $1,869 | $1,614+15.7% | $2,266-17.5% | $2,203-15.2% |
| Participant deferral / active EE | $2,841 | $2,844-0.1% | $3,560-20.2% | $3,192-11.0% |
| Admin fee / account holder | $7,464 | $3,958+88.5% | $4,821+54.8% | $4,297+73.7% |