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 | $55,238 | $56,199-1.7% | $67,652-18.4% | $59,632-7.4% |
| Participation rate | 98.7% | 71.5%+27.2pp | 75.7%+23.0pp | 68.7%+30.0pp |
| Annual return | 2.01% | 18505.31%-18503.3pp | 6625.04%-6623.0pp | 2041.28%-2039.3pp |
| Employer contribution / active EE | $1,032 | $1,614-36.1% | $2,266-54.4% | $2,203-53.1% |
| Participant deferral / active EE | $2,531 | $2,844-11.0% | $3,560-28.9% | $3,192-20.7% |
| Admin fee / account holder | $6,891 | $3,958+74.1% | $4,821+42.9% | $4,297+60.4% |