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 | $34,876 | $56,199-37.9% | $67,652-48.4% | $59,632-41.5% |
| Participation rate | 88.9% | 71.5%+17.4pp | 75.7%+13.2pp | 68.7%+20.2pp |
| Annual return | 2.25% | 18505.31%-18503.1pp | 6625.04%-6622.8pp | 2041.28%-2039.0pp |
| Employer contribution / active EE | $2,196 | $1,614+36.0% | $2,266-3.1% | $2,203-0.3% |
| Participant deferral / active EE | $4,039 | $2,844+42.0% | $3,560+13.5% | $3,192+26.5% |
| Admin fee / account holder | $8,297 | $3,958+109.6% | $4,821+72.1% | $4,297+93.1% |