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 | $56,412 | $56,199+0.4% | $67,652-16.6% | $59,632-5.4% |
| Participation rate | 87.8% | 71.5%+16.3pp | 75.7%+12.1pp | 68.7%+19.1pp |
| Annual return | 2.17% | 18505.31%-18503.1pp | 6625.04%-6622.9pp | 2041.28%-2039.1pp |
| Employer contribution / active EE | $3,540 | $1,614+119.2% | $2,266+56.2% | $2,203+60.7% |
| Participant deferral / active EE | $2,785 | $2,844-2.0% | $3,560-21.7% | $3,192-12.7% |
| Admin fee / account holder | $1,972 | $3,958-50.2% | $4,821-59.1% | $4,297-54.1% |