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 | $36,572 | $56,199-34.9% | $67,652-45.9% | $59,632-38.7% |
| Participation rate | 87.5% | 71.5%+16.0pp | 75.7%+11.8pp | 68.7%+18.8pp |
| Annual return | 0.15% | 18505.31%-18505.2pp | 6625.04%-6624.9pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $933 | $1,614-42.2% | $2,266-58.8% | $2,203-57.7% |
| Participant deferral / active EE | $1,542 | $2,844-45.8% | $3,560-56.7% | $3,192-51.7% |
| Admin fee / account holder | $9,973 | $3,958+152.0% | $4,821+106.9% | $4,297+132.1% |