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 | $22,051 | $56,199-60.8% | $67,652-67.4% | $59,632-63.0% |
| Participation rate | 80.7% | 71.5%+9.2pp | 75.7%+5.0pp | 68.7%+12.0pp |
| Annual return | 4.73% | 18505.31%-18500.6pp | 6625.04%-6620.3pp | 2041.28%-2036.6pp |
| Employer contribution / active EE | $2,014 | $1,614+24.7% | $2,266-11.1% | $2,203-8.6% |
| Participant deferral / active EE | $2,521 | $2,844-11.3% | $3,560-29.2% | $3,192-21.0% |
| Admin fee / account holder | $8,632 | $3,958+118.1% | $4,821+79.1% | $4,297+100.9% |