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 | $44,543 | $56,199-20.7% | $67,652-34.2% | $59,632-25.3% |
| Participation rate | 94.1% | 71.5%+22.7pp | 75.7%+18.5pp | 68.7%+25.4pp |
| Annual return | 4.72% | 18505.31%-18500.6pp | 6625.04%-6620.3pp | 2041.28%-2036.6pp |
| Employer contribution / active EE | $442 | $1,614-72.6% | $2,266-80.5% | $2,203-79.9% |
| Participant deferral / active EE | $3,756 | $2,844+32.1% | $3,560+5.5% | $3,192+17.7% |
| Admin fee / account holder | $3,368 | $3,958-14.9% | $4,821-30.1% | $4,297-21.6% |