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 | $21,587 | $56,199-61.6% | $67,652-68.1% | $59,632-63.8% |
| Participation rate | 78.3% | 71.5%+6.8pp | 75.7%+2.6pp | 68.7%+9.6pp |
| Annual return | 0.41% | 18505.31%-18504.9pp | 6625.04%-6624.6pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $1,435 | $1,614-11.1% | $2,266-36.7% | $2,203-34.9% |
| Participant deferral / active EE | $1,616 | $2,844-43.2% | $3,560-54.6% | $3,192-49.4% |
| Admin fee / account holder | $7,562 | $3,958+91.0% | $4,821+56.9% | $4,297+76.0% |