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 | $35,486 | $56,199-36.9% | $67,652-47.5% | $59,632-40.5% |
| Participation rate | 97.2% | 71.5%+25.8pp | 75.7%+21.6pp | 68.7%+28.6pp |
| Annual return | 0.67% | 18505.31%-18504.6pp | 6625.04%-6624.4pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $2,174 | $1,614+34.7% | $2,266-4.0% | $2,203-1.3% |
| Participant deferral / active EE | $2,774 | $2,844-2.4% | $3,560-22.1% | $3,192-13.1% |
| Admin fee / account holder | $10,043 | $3,958+153.7% | $4,821+108.3% | $4,297+133.7% |