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 | $53,731 | $56,199-4.4% | $67,652-20.6% | $59,632-9.9% |
| Participation rate | 97.8% | 71.5%+26.4pp | 75.7%+22.2pp | 68.7%+29.2pp |
| Annual return | 0.06% | 18505.31%-18505.3pp | 6625.04%-6625.0pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $1,007 | $1,614-37.6% | $2,266-55.5% | $2,203-54.3% |
| Participant deferral / active EE | $2,628 | $2,844-7.6% | $3,560-26.2% | $3,192-17.7% |
| Admin fee / account holder | $5,099 | $3,958+28.8% | $4,821+5.8% | $4,297+18.7% |